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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Removing Participants from Activities

You can remove contacts and employees from an activity using the Calendar Detail form.

Removing Contacts from Activities

You can remove contacts from activities.

To remove contacts from an 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 with the Participant Availability subview beneath it.

  3. To remove a single contact, do the following:

    1. Click the contact name in the Participants column of the Participant Availability subview to select the contact.

    2. Click the Trash Can icon.

  4. To remove multiple contacts, do the following:

    1. In the Contacts field of the Calendar Detail form, click the select button.

      The Contacts multiple selection dialog box appears showing the list of selected contacts for the activity.

    2. Select the contacts that you want to remove from the activity, and click the left arrow button.

      The removed contacts no longer appear in the list of selected contacts.

    3. Click OK.

Removing Employees from Activities

You can remove employees from activities.

To remove employees from an 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 with the Participant Availability subview beneath it.

  3. To remove a single employee, do the following:

    1. Click the employee name in the Participants column of the Participant Availability subview to select the employee.

    2. Click the Trash Can icon.

  4. To remove multiple employees, do the following:

    1. In the Employees field of the Calendar Detail form, click the select button.

      The Employees multiple selection dialog box appears showing the list of selected employees for the activity.

    2. Select the employees that you want to remove from the activity, and click the left arrow button.

      The removed employees no longer appear in the list of selected employees.

    3. Click OK.

Removing Resources from Activities

You can remove resources from activities.

To remove resources from an 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 with the Participant Availability subview beneath it.

  3. To remove a resource, do the following:

    1. Click the resource name in the Participants column of the Participant Availability subview to select the resource.

    2. Click the Trash Can icon.