Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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You can use different methods to reschedule activities.
In any calendar format, you can change date fields to reschedule activities.
To reschedule an activity by changing date fields
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.
Change the value in the Start field.
Change the value in the End field.
In the daily and weekly calendar format, you can move an activity to reschedule the activity.
To reschedule an activity by moving the activity
Navigate to the Calendar screen.
In the daily or weekly calendar format, click to select the activity time slot on the calendar and with the mouse button depressed, move the activity to a different time slot on the calendar and then release the mouse button.
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
Navigate to the Calendar screen.
To change a start time for the activity, do the following:
Place the cursor over the upper border of the activity.
A line with arrowheads appears.
Click to select the activity's upper border and with the mouse button depressed, move the border to an earlier or later time and then release the mouse button.
To change an end time for the activity, do the following:
Place the cursor over the lower border of the activity.
A line with arrowheads appears.
Click to select the activity's lower border and then move the border to an earlier or later time.