Modify an Activity in the Activity Calendar

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 on the Activity Calendar, complete the following steps:

1. From the Vision Navigation menu, click Calendar/Activities > Calendar.
2. On the Activity Calendar form, click a tab.
3. Use the date selection tools on the tab to display the calendar date with the activity that you want to modify.
   • 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.
4. On the Activity Calendar, double-click the activity that you want to modify.
5. If the activity that you select is a recurring activity, Vision displays the following message: Do you want to edit all occurrences of the recurring activity "NAME", or just this one?
6. Select one of the following actions:
   • Select Open this occurrence to modify the selected activity.
   • Select Open this series to modify all occurrences of the activity.
7. 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 attendee 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, save your entries, and save your changes.