Editing an Activity

  1. Click Activities in the navigation pane. The Activities list page is displayed.
  2. Click the activity name. The Activity details page is displayed.
  3. Click the Activities tab
  4. Click Type of the activity you are required to modify
  5. Select Edit this Occurrence of the Activity if you are updating a recurring activity and a message is displayed, to make the change to the selected occurrence.
    Note: 
    • You can select Edit all Instances of this Activity to make the change to all occurrences of the activity, and click Continue.
    • The Recurring tab is not available if you select the Edit this Occurrence of the Activity option.
  6. Modify the activity information.
  7. Click the record to view the details of an associated record in the Associations section.
    Note: 
    • Click Go to Full View to access the details page.
    • You cannot change the user of a personal activity.
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