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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Rescheduling Activities

You can use different methods to reschedule activities.

Rescheduling Activities by Changing Date Fields

In any calendar format, you can change date fields to reschedule activities.

To reschedule an activity by changing date fields  

  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. Change the value in the Start field.

  4. Change the value in the End field.

Rescheduling Activities by Using Drag-and-Drop

In the daily and weekly calendar format, you can use drag-and-drop functionality to reschedule activities.

To reschedule an activity by using drag-and-drop  

  1. Navigate to the Calendar screen.

  2. In the daily or weekly calendar format, click the time slot for the activity in the calendar, and without lifting the mouse button, drag and drop the activity to a different time slot in the calendar.

Rescheduling Activities by Stretching Activity Borders

In the daily and weekly calendar format, you can stretch the cell borders for an activity to reschedule the activity.

To reschedule an activity by stretching the activity borders  

  1. Navigate to the Calendar screen.

  2. To change a start time for the activity, do the following:

    1. Place the cursor over the top border of the activity.

      A line with arrowheads appears.

    2. Click and drag activity's top border to an earlier or later time.

  3. To change an end time for the activity, do the following:

    1. Place the cursor over the bottom border of the activity.

      A line with arrowheads appears.

    2. Click and drag activity's bottom border to an earlier or later time.