Updating activity records

  1. Click an activity on the calendar to open the preview panel.
  2. Click Open. The Activity tab opens with pre-populated fields using the current activity data.
  3. Update the activity details, as needed.
  4. Click Save. The Activity tab closes and returns to My Calendar tab. The calendar refreshes automatically to show the updated activity.

    If the activity is configured for Outlook integration and Office 365 is enabled for the account, the updated activity syncs to your Outlook calendar after saving to M3 CLM.

    You cannot update Outlook entries from My Calendar.