Editing an Activity

To edit an activity:

  1. Access the Activities list view, find the required activity to edit, and then click the Activity Type hyperlink. See Using the Activities list view
    Note: To edit an activity, you can also click the Activities tab, and then click theType icon of the activity to edit from What's New. See s,
  2. 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 if you are updating a recurring activity.
    Note: The Recurring tab is not available if you select the Edit this Occurrence of the Activity option.
  3. Edit the activity information.
    Note: 
    • 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.
  4. Click OK.
    Note: You cannot change the user of a personal activity.