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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Rescheduling Activities

In the Daily view or the 5 Day Weekly view of the calendar, you can use drag-and-drop functionality or stretching to reschedule activities.


Note:

You cannot drag appointments across views. For example, you cannot drag an appointment from the Daily view to the Monthly view.

To reschedule an 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 with the Participant Availability view beneath it.

  3. Modify the Start field.

  4. Modify the End field.

To reschedule an activity using drag-and-drop

  1. Navigate to the Calendar screen.

  2. Navigate to the Daily or 5 Day Weekly view.

  3. Place your cursor over the left edge of the activity.

    A cross with arrowheads appears.

  4. Drag the activity to the new time slot.

You can reschedule an activity by stretching the top and bottom activity borders.

To reschedule an activity by stretching the activity borders

  1. Navigate to the Calendar screen.

  2. Navigate to the Daily or 5 Day Weekly view.

  3. To change an activity's start time, place the cursor on the activity's top border, and click and drag the activity's top border to an earlier or later location.

  4. To change an activity's end time, place the cursor over the activity's bottom border, and click and drag activity's bottom border to an earlier or later location.