Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI Siebel Innovation Pack 2014 E52425-01 |
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You can remove contacts and employees from an activity using the Calendar Detail form.
You can remove contacts from activities.
To remove contacts from an activity
Navigate to the Calendar screen.
In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.
The Calendar Detail form appears.
To remove contacts, do the following:
In the Contacts field, click the select button.
The Contacts multiple selection dialog box appears showing the list of selected contacts for the activity.
Select the contacts that you want to remove from the activity, and click Remove.
The removed contacts no longer appear in the list of selected contacts.
Click OK.
You can remove employees from activities.
To remove employees from an activity
Navigate to the Calendar screen.
In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.
The Calendar Detail form appears.
To remove employees, do the following:
In the Employees field, click the select button.
The Employees multiple selection dialog box appears showing the list of selected employees for the activity.
Select the employees that you want to remove from the activity, and click Remove.
The removed employees no longer appear in the list of selected employees.
Click OK.
You can remove an employee, a contact, or a resource from a nonrecurring activity using the Participant Availability subview.
To remove a participant from a nonrecurring activity
Navigate to the Calendar screen.
In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.
The Calendar Detail form appears with the Participant Availability subview beneath it.
Click the participant name in the Participants column to select the participant you want to remove.
Click Delete.
The participant is deleted from the activity.