Print      Open PDF Version of Online Help

Updating Activities

You can update the information in the activity record, including changing the record status to completed, if you have edit access to the record.

To update activity information

1. Select the task or appointment.

   For instructions on selecting activities, see Finding Records.

2. On the Appointment or Task Detail page, edit the fields inline or click Edit to open the Appointment or Task Edit page. For more information on updating records, see Updating Record Details.