1. Connected Mobile Sales Administration Guide
  2. Using the Calendar

Using the Calendar

The calendar shows appointments from Oracle CRM On Demand. The appointments that you create on your mobile device are saved to Oracle CRM On Demand.

To display appointments on the calendar

Do one of the following:

  • Click List to display a chronological text list of your appointments. You can scroll through this list to find appointments.

  • Click Day to display one day’s appointments.

    You can change the displayed date, using the Previous Day and Next Day buttons.

  • Click Month to display one month’s appointments.

    You can change the displayed month, using the Previous Month and Next Month buttons.

  • Click the Today button to return to today’s appointments when displaying the List, Day, or Month.

  • Click Create to add new appointments.

  • Click the appointment to display the detailed information about it.

  • For appointments, you can tap Select and choose between displaying Open Appointments, Completed Appointments, or All Appointments.

While viewing an appointment you can edit it and add a follow-up appointment. You can also access the related items listed at the bottom of the screen.