Modify an Activity in the Info Center

In the Info Center, 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.

To modify an activity in the Info Center, complete the following steps:

1. Open an Info Center.
2. Click the Activities tab or, in the Employee Info Center, click the CRM Info tab
3. In the Activities grid, click the row that contains the activity that you want to modify.
4. On the Activities grid toolbar, click Edit.
5. On the Activity dialog box, complete the following actions:
   1. Modify 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 modify information for the activity.
   5. Click OK to close the Activity dialog box.
6. Click Save.