Modify an Activity in the Activity Manager

You can modify any activity for which you are the designated owner. You cannot modify those activities for which you are an attendee, but not the owner. You can open the Activity dialog box to view details for any activity on your calendar. If you are not the activity owner, the Activity dialog box is read-only.

To modify an activity in the Activity Manager, complete the following steps:

1. From the Ajera CRM Navigation menu, click Calendar/Activities > Activity Manager.
2. On the Activity Manager form, use the Activities Filter dialog box to narrow the list of activities that display in the Activities grid.
3. In the Activities grid, click the row that contains the activity that you want to modify.
4. Click Edit on the Activities grid toolbar.
5. On the Activity dialog box, complete the following actions:
   1. Modify the activity information on the Detail tab.
   2. Use the tabs to add or delete leads, attendees, and contacts. Select the Notify Attendees check box on the Attendees tab and/or Contacts tab to send activity notifications to attendees and/or contacts.
   3. If this is a recurring activity, click the Recurrence tab and modify the frequency and duration.
   4. If you have user-defined tabs, click these tabs to add information to the activity.
   5. Click OK to close the Activity dialog box.
6. On the Activity Manager form, click Save.