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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Changing Calendar Activities

After adding an activity to your calendar, you can go back and make changes to it. You can drill down on the activity and make changes using the Calendar Detail form. When you change a recurring activity, you must make sure to save it properly.

To change 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.

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


    Tip:

    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 Meeting Email Notification Prompts".

You can change a recurring activity.

To change 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.

    Make the necessary changes, and click one of the buttons described in the following table.

    Button Description
    Save This One Saves the changes made to the current recurring activity, changes it to a non-recurring activity, and leaves every other recurring activity in the sequence unchanged. For example, a recurring activity is scheduled to occur daily from August 21 until August 25. If you make changes to the August 23 instance of the activity and click Save This One, only the August 23 activity will change. It will also become non-recurring and will no longer be associated with the other activities.
    Save All Saves changes made to the recurring activity and to all subsequent recurring activities in the sequence. However, it does not apply the changes to any activities which are scheduled before the date of the current activity. For example, a recurring activity is scheduled to occur daily from August 21 until August 25. If you make changes to the August 23 activity and click Save All, the activities scheduled for August 23, August 24, and August 25 will all be updated with your changes, but the activities scheduled for August 21 and August 22 will remain unchanged.