Delete an Activity in the Activity Calendar
After activities are completed, they remain in your database until you delete them. You can delete only those activities for which you are the designated owner.
To delete an activity using the Activity Calendar, complete the following steps:
- From the Ajera CRM Navigation menu, click .
- On the Activity Calendar form, click a tab.
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Use the date selection tools on the tab to display the calendar date with the activity that you want to delete.
- On the Monthly tab, the date selection tools are on the tab toolbar.
- On the Weekly and Daily tabs, use the small calendar in the pane on the left side of the tab to move the calendar to a different date.
- Click the activity on the calendar that you want to delete.
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On the Activity Calendar toolbar, click
Delete Activities.
Ajera CRM displays the following message:
Selected Activities will be permanently deleted from the database. Do you want to continue?
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Click
Yes to delete the activity.
If the activity that you select is a recurring activity,
Ajera CRM displays the following message:
Do you want to delete all occurrences of the recurring activity "NAME," or just this one?
- Select Delete this occurrence to delete the selected activity or select Delete this series to delete all occurrences of the activity.