Edit an Activity
You can edit any activity in which you are an attendee. You can also edit activities that are associated with hub records for which you have editing rights. For example, if you can edit an opportunity, then you can edit any public activity associated with the opportunity. The Activity form has a private checkbox that limits viewing rights to attendees only (regardless of your rights to associated records).
These instructions apply for editing an activity record in the Activities hub.
To edit an activity in the Activity form:
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In the Navigation pane, go to the Hubs section and select
Activities.
- On the Activity form, use the search field above the activity name to search for and select the activity record that you want to edit.
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To change information in the Overview tab, do one or more of the following:
To change Do this The value in a field. Hover over the field, click 
, and enter or select the value.
If there is an edit dialog box, make changes and click OK. The appropriate fields update on the activity record.
Multiple fields on the Activity form On the Actions bar, click Edit, to make changes in one or more fields, and click Save. If this is a recurring activity, change the Repeats drop-down in the When section of the activity.
- Use the Attendees and Firms grids to add employees, contacts, and firms.
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Use the remaining tabs to add or edit activity information.
Tab Purpose Files and Links Review and maintain files and links information that is associated with an activity, such as correspondence, presentations, web sites, and other types of text or graphic files. User-Defined tabs If your administrator has added User-Defined tabs (also referred to as custom tabs) to supplement activity information, review and maintain the user-defined tab information that is associated with an activity. - Click Save.