How do I edit a past activity?

While interacting with customers you can update a current activity.

Begin in the 'Agenda' section

  1. Click the 'Completed Activities' check box from the bottom left
  2. Click the title of the previously completed activity
  3. Click 'Edit' from the top right of the activity details
  4. You can now edit the fields provided in the activity
  5. Click 'Save'
    * If you are updating a recurring activity you will be asked to allow the update to just the current occurrence or to all, click 'Save'
  6. Click 'Close' from the top right of the activity card
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