wMobile Users' Guide

View Pending

View Pending

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View Pending

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Pending activities are tasks that are scheduled to be done at some time in the future. Once you have selected a contact in wMobile, there is an option to view any or all pending activities for yourself (the default) or another user you will need to select.

 

 

view_pending_01

You'll begin here by navigating to the middle of the Contact Detail screen and using the Pending drop-down list and <GO> button.

 

In this example, a list of six (6) pending activities will be displayed for "All" of the available activity types. To view pending activities for one specific activity type, filter the search by using the drop-down and selecting your choice from the list and click the <GO> button.  The number next to each activity type indicates the number of that type for the current contact.  For example, of the six (6) Pending Activities show here, three (3) are Forecasted Sales.

view_pending_02

The top of the list displays the filtering you chose (if any) and the record count. Below that is the list of pending activities. From this list, you may view an activity by selecting its date/time link (which is displaying the actual date and time the activity is scheduled for), select the [Edit] link to open the activity to be edited or select the [Complete] link to complete the activity.

 

Activity Icon Key:

 

Icon

Type

icon_appt

Appointment

icon_call

Call

icon_sale

Sales Forecast

icon_email

E-mail Message

icon_event

Event


 

navigation_buttons

Navigation buttons are available for moving through the list of pending activities if all cannot fit onto a single screen.

 


 

Back to Contact: This link will return you to the Contact Detail page.

 

Home: Returns you to the Home Menu.

 

view_pending_detail

After clicking on a link for a pending activity, the details page will appear. This is an example of the details page for a pending appointment.

 


 

navigation_buttons

Navigation buttons are available for moving through the list of history records if all cannot fit onto a single screen.

 


 

Complete: This link will take you to a page for completing the activity.

 

Edit: This link will take you to a page for editing the activity.

 

Go to Contact: This link will return you to the Contact Detail page.

 

Back to Activity List: This link will return you back to the list of Pending Activities.

 

Add To Local Calendar: Adds the pending activity to the local calendar on your handheld device.

 

Delete: Click this link to delete the pending activity.

 

Home: Returns you to the Home Menu.