Edit Actions
You can edit actions for records and documents if you are the owner of an action, or if you have edit rights.
- Related Topics:
- Edit an Action for a Record
You edit an action to update the due date, priority, assignee, and description. Actions can be associated with organizations, projects, and enquiries. - Edit an Action for a Document
You edit an action for a document to update the due date, priority, assignee, and description.
Parent Topic: How To...