Modifying Employee Information for an Activity

Complete the following procedure to modify the employee information for an activity.

To modify the employee information for an activity

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. Tap an activity in the Activities list.

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

3. Update an existing activity employee as follows:

   1. Tap Employees in the list in the side pane.

      All employees associated with the activity appear in the Employees list in the main pane.

   2. Tap the employee that you want to update.

   3. 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.

4. Add an existing employee to the activity as follows:

   1. Tap Employees in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the employee on the list that appears, and then tap OK.