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To edit an activity from the Activities-All tab

Note: Your administrator can limit access to Activities-All tab functionality. To enter and edit activities, the Customers authorization level needs to be set to three (3) or greater. To delete activities, the Customers authorization level needs to be set to four (4) or greater.

  1. Open a customer's record in the Manage customers window.
  2. Select the Activities-All tab.
  3. Double-click the gray box to the left of the Type field to open the Activity Detail window.
  4. Click Edit, and then update the activity as needed.
  5. Click Save on the Activity Detail window.

See Also

Managing Activity Records

Manage customers window - Activities-All tab

To enter an activity from the Activities-All tab

To view all activities

To delete an activity from the Activities-All tab


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