How To: Edit an Appointment or Action
Table Of Contents
If you need to update the details of an existing appointment or action, you can edit it directly from the CRM Manager diary.
Edit an Appointment or Action
- Open a CRM Manager screen (show me how).
- Select the [ Appointments & Actions (Diary) ] tab.
- Use the calendar to select the date containing the appointment or action you want to edit.
- Double-click the appointment or action to open it.
- Update the information in the Task Editor window as required.
- Click OK to save your changes.
Additional Information
- Appointments and actions can only be edited from the Appointments & Actions (Diary) view.
- Changes are saved immediately when you click OK.
- If the appointment or action is assigned to another user, ensure any changes are communicated where appropriate.