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Using Appointments and Calendar

To display your appointments and calendar, tap the Calendar tab in the Tab bar at the bottom of the screen. If the calendar is not in the Tab bar, tap the More tab, and then tap Calendar.

NOTE:  Oracle Mobile Sales Forecast calendar is separate from the iPhone calendar. The two calendars do not share information or have any data connectivity between them. Both perform similar functions in similar ways to be consistent.

The Calendar screen has two views: List view and Day view. The List view shows your appointments as a continuous list sorted in chronological order, and is not limited to just one day's appointments. The Day view resembles a traditional day planner and shows appointments only for the selected day. You can change the selected day by tapping the left and right arrows on either side of the displayed date.

To view the details of an appointment, tap the appointment in either the List or Day view. The details of an appointment include:

• Appointment name
• Location
• Date
• Start time
• End time
• List of participants
• Description

If appointment records are deleted from the Siebel Industry Application Server outside of Oracle Mobile Sales Assistant, the deleted records continue to be shown until the next data refresh.

While viewing an appointment you can tap a participant's name to get more details about the participant, such as phone numbers, address, email address, notes, and so on. For more information on displaying a contact's information, see Accessing Contacts.

To make changes to the appointment information, tap Edit.

To add an appointment, tap the plus button or in Day view, tap any open area.

When adding or editing an appointment, you complete the following fields:

When you are finished adding or editing an appointment, tap Save.

NOTE:  Oracle Mobile Sales Assistant sends modified appointments to the Siebel Industry Application Server when a network connection is available. It displays newly created appointments immediately, but you cannot edit these appointments until they are sent to the Siebel Industry Application Server.

To delete an appointment, edit the appointment, and tap Delete.

Working with Participants

To add more participants, tap the Participants button, choose from Account Team, Contacts, Customer Contact List, or Users. From the list of contacts, select a record.

To delete a participant, edit the appointment record, tap Participants, tap the minus button, and then tap Delete.