Fundamentals > Using the Calendar >

Removing Participants From an Activity


You can remove an employee, a contact, or a resource from a nonrecurring activity using the Participant Availability subview. You can remove an employee or a contact from a recurring activity using the Calendar Detail form.

NOTE:  You cannot remove a resource from a recurring activity except when you are first creating it because the Gantt chart does not appear in conjunction with recurring appointments.

To remove a participant from a nonrecurring activity

  1. Navigate to the Calendar screen.
  2. In the Daily, Weekly, or Monthly view, click the Description hyperlink to access the activity.

    The Calendar Detail form appears with the Participant Availability subview below it.

  3. Highlight the participant you want to remove by selecting the row the participant appears in.
  4. Click Remove Participant.

    The participant is deleted from the activity.

To remove an employee or a contact from a recurring activity

  1. Navigate to the Calendar screen.
  2. In the Daily, Weekly, or Monthly view, click the Description hyperlink to access the activity.

    The Calendar Detail form appears.

  3. To remove employees, do the following:
    1. In the Employees field, click the select button.

      The Employees shuttle dialog box appears.

    2. In the Selected list, select the employees you want to remove and click < Remove.
    3. Click OK.
  4. To remove contacts, do the following:
    1. In the Contacts field, click the select button.

      The Contacts shuttle dialog box appears.

    2. In the Selected list, select the contacts you want to remove and click < Remove.
    3. Click OK.

      The selected participants are removed from the activity.

Fundamentals