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Using the Today List

To display the Today list, tap its tab in the Tab bar at the bottom of the screen. If the Today list is not in the Tab bar, tap the More tab and then tap Today.

The Today list displays appointments and tasks scheduled for today and their associated contacts. Specifically the Today list displays:

• Appointments. Shows appointments that are scheduled for today.
• Contacts. Shows all contacts included as participants in today's appointments and tasks.
• Tasks. Shows incomplete tasks that are due or overdue today.
• Recent Lookups. Shows the five most recently viewed records (accounts, contacts, opportunities, or users). This category provides a fast way to return to a record that you were working on previously.

Each category in the Today list might have a number in its title to indicate the quantity of records available.

You can customize the contents of the Today list and the order in which the items appear. To change the Today list, tap the Edit button in the Navigation bar at the top. Oracle Mobile Sales Assistant displays the available categories.

To remove a category from the Today list, drag its switch to the Off position. To re-enable it, drag its switch to the On position.

To change the order of the categories, drag them up or down within the list by using the drag icon (three gray parallel lines) to the right of each category.

When you are finished, tap the Done button in the Navigation bar. Oracle Mobile Sales Assistant displays the Today list with your changes.