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To Change or Edit a Scheduled Activity

  • Updated

Option 1: From the Activity Data Management Center (DMC)

1.  On the Calendar & Activities tab, in the Activities group, click Manage. The Activities Data Management Center will appear.
2.  To filter your search, do one of the following:
Click on the Standard Search tab, enter search criteria and click Apply.
Use the column filtering feature.
  • A list of contacts meeting your search criteria will appear. Double-click on the Activity record you would like to open.
  • The Activity screen will appear. Edit the information as necessary.
  • Click the Save icon to save the record.

Option 2: From the Calendar

1.  On the Calendar & Activities tab, select a view within the Calendar Views group. The Calendar will appear.
2.  Single-click on the activity you would like to edit.
3.  Type a new description for the activity or adjust the height of the displayed activity to alter the time.

If you would like to edit details of the activity or view the Activity screen, double-click on the desired calendar entry.

Option 3: From a Contact Record

1.  From the Contact Record (Refer to How to Open an Existing Contact Record), navigate to the Activities tab.
2.  Highlight the Activity that you would like to edit.
3.  Click the Edit button under the Activities tab.
4.   The Activities screen will appear. Edit the information as necessary.
5.  Click the Save icon to save the record.
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