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Account Schedule (Mobile App)

Updated

You can view the schedule for an account in the Mobile App. This allows you to see any upcoming calls, tasks or reminders. You can also add, update and delete calls, tasks and reminders from this page.

To view an account schedule:

  • Log into the Mobile App.
  • Navigate to the Dashboard of the Account you want view.
     
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  1. Tap on Accounts.
  2. Tap on the Account you would like to view.
  3. Tap on Schedule.
  4. The Schedule will be displayed.

Navigation

     
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  1. There are three navigation buttons at the top of the screen. Day, Week, Month and Today. Tapping on Today takes you the current date.
  2. Tap on Day to go to the Day View.
  3. Tap on Week to go to the Week View.
  4. Tap on Month to go to the Month View.

Day View

     
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  1. The schedule for the selected account is displayed. The display defaults to the single day view and the current date. The current date has a green outline.
  2. You can change the day by tapping on the left and right arrows.
  3. After tapping the right arrow, the day shown has moved forwards one day.
  4. You can tap on an event to view and edit its information.
  5. The event informed is displayed.
  6. Tap on the pencil icon to edit the event.

Week View

     
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  1. Tap on the Week button to change to week view.
  2. The week view is displayed with the current date. The current date has a green outline.
  3. You can change the day by tapping on a different date.
  4. The new day is displayed. You can change the week by tapping on the left and right arrows.
  5. After tapping the right arrow, the week shown has moved forwards one week.
  6. You can scroll down the list of times and tap on an event to view and edit its information.
  7. The event informed is displayed.
  8. Tap on the pencil icon to edit the event.

Month View

     
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  1. Tap on the Month button to change to month view.
  2. The month view is displayed with the current date. The current date and month has a green outline.
  3. You can change the day by tapping on a different date.
  4. The new day is displayed. You can change the month by tapping on the left and right arrows.
  5. After tapping the right arrow, the month shown has moved forwards one month.
  6. You can scroll down the list of times and tap on an event to view and edit its information.
  7. The event informed is displayed.
  8. Tap on the pencil icon to edit the event.

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