Modifying Activity Information

Complete the following procedure to modify activity information.

To modify activity information

1. Tap Side Menu and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the main pane.

   • A list in the side pane in which you can select the related items for activities.

2. Update an existing activity as follows:

   1. Tap an activity in the Activities list.

      All details for the selected activity appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new activity as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new activity in the fields that appear, and then save the record.