Editing an Activity
To edit an activity:
-
Perform one of these:
- Open the Activities List view, find the activity you want to edit, and then click the Activity Type hyperlink.
- From What's New, click the Activities tab, and then click theType icon of the activity you want to edit.
-
If you are updating a recurring activity and are prompted, select
Edit this
Occurrence of the Activity to make the change to only the selected
occurrence, or
Edit all
Instances of this Activity to make the change to all occurrences of
the activity, and then click
Continue.
Note: The Recurring tab is not available if you select the Edit this Occurrence of the Activity option.
- Edit the activity information. To view additional details about an associated record, hover over the record. The details that display depend on the record type. To hide these details, move the cursor to a different location in the view.
-
Click
OK.
Note: You cannot change the user of a personal activity.
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