You can edit an Activity by clicking the link containing the subject or type of the Activity. Once you click on the Activity link, the Activity dialog box displays so you can make the necessary updates. Any updates are automatically saved.
The Activity link can be found in several places, please read on to learn how to make the changes.
1. Activity List Page To access this page, please navigate to Activities in the menu bar, then click the Activity that you would like to edit.
2. Account Profile via Summary To access this page, please navigate to Accounts in the menu bar, then click the Account name containing the Activity you would like to edit. In the Account Profile page click the Summary tab, then click the Activity link that you would like to edit.
3. Account Profile via Activities Tab To access this page, please navigate to Accounts in the menu bar, then click the Account name containing the Activity you would like to edit. In the Account Profile page, click the Activities tab, then click the Activity link that you would like to edit.
4. Contact Profile via Activities Tab To access this page, navigate to Contacts in the menu bar, then click the Contact name containing the activity you would like to edit. In the Contact Profile page, click the Activities tab, then click the Activity link that you would like to edit.
5. Activity Report After the Report Runs, click the Activity link that you would like to edit.
Please click here on how to pull out the report.
