Modifying an activity

To modify an activity:

  1. 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,
  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 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. 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.
  4. Click OK.
    Note: You cannot change the user of a personal activity.