Modifying an activity
To modify an activity:
-
Access
the Activities list view, find the required activity to
modify, and click the Activity Type hyperlink. See Using the Activities list view
Note: To modify an activity, you can also click the Activities tab, and then click theType icon of the activity to modify from What's New. See What's New,
-
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 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.
-
Modify
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.
-
Click
OK.
Note: You cannot change the user of a personal activity.
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