Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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You can remove contacts and employees from an activity using the Calendar Detail form.
You can remove contacts from activities.
To remove contacts from an activity
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 with the Participants list beneath it.
To remove a single contact:
Click the contact name in the Participants list to select the contact.
Click Delete (the trash can icon).
Click OK when prompted to confirm the deletion.
To remove multiple contacts:
In the Contacts field of the Calendar Detail form, click the multiple select button.
The Contacts dialog box appears showing a list of Available and a list of Selected contacts for the activity.
In the Selected list, do one of the following:
Select the contact that you want to remove from the activity, and then click Remove (the back arrow). Repeat as required.
Select Remove All (the double back arrow) to remove all contacts from the activity.
The removed contacts no longer appear in the list of selected contacts.
Click OK.
You can remove employees from activities.
To remove employees from an activity
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 with the Participants list beneath it.
To remove a single employee:
Click the employee name in the Participants list to select the employee.
Click Delete (the trash can icon).
Click OK when prompted to confirm the deletion.
To remove multiple employees:
In the Employees field of the Calendar Detail form, click the multiple select button.
The Employees dialog box appears showing a list of Available and a list of Selected employees for the activity.
In the Selected list, do one of the following:
Select the employee that you want to remove from the activity, and then click Remove (the back arrow). Repeat as required.
Select Remove All (the double back arrow) to remove all employees from the activity.
The removed employees no longer appear in the list of selected employees.
Click OK.
You can remove resources from activities.
To remove resources from an activity
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 with the Participants list beneath it.
To remove a resource, do the following:
Click the resource name in the Participants column of the Participant Availability subview to select the resource.
Click Delete (the trash can icon).
Click OK when prompted to confirm the deletion.