Skip Headers
Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI
Siebel Innovation Pack 2014
E52425-01
  Go to Documentation Home
Home
Go To Table Of Contents
Contents
Go To Index
Index

Previous
Previous
 
Next
Next
    View PDF

Changing Activities

After adding an activity to your calendar, you can change the activity. You drill down on the activity and make changes in the Calendar Detail form.

Changing Nonrecurring Activities

Complete the procedure in this topic to change nonrecurring activities.


Note:

Each time you create or modify an activity in the calendar, you can choose to automatically notify any employees who are associated with the activity. For more information, see "Setting Up Email Prompts for Meetings".

To change a nonrecurring activity  

  1. Navigate to the Calendar screen.

  2. In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.

    The Calendar Detail form appears.

  3. Make the necessary changes, and click Save This One.

Changing Recurring Activities

Complete the procedure in this topic to change recurring activities. When you change a recurring activity, you must make sure to save it properly.

To change a recurring activity  

  1. Navigate to the Calendar screen.

  2. In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.

    The Calendar Detail form appears.

  3. Make the necessary changes, and click one of the following buttons:

    • Save This One. Saves the changes you make to the current recurring activity, changes the activity to a non-recurring activity, and does not change every other recurring activity in the series.

      For example, a recurring activity is scheduled to occur daily from August 21 until August 25. If you change the August 23 instance of the activity and click Save This One, then only the August 23 activity changes. This activity also becomes non-recurring and is no longer associated with the other activities in the series.

    • Save All. Saves changes you make to the current recurring activity and to all subsequent recurring activities in the series. However, the changes are not applied to any activities that are scheduled before the current activity.

      For example, a recurring activity is scheduled to occur daily from August 21 until August 25. If you change the August 23 activity and click Save All, then the activities scheduled for August 23, August 24, and August 25 change, but the activities scheduled for August 21 and August 22 do not change.