Update activity

Update activity

Goal

This article explains how to update an existing activity. You will learn how to open the activities list, find the correct record, and make changes. The system saves your changes automatically.

Procedure

Step 1: Open activities

From the main menu, go to CRM > Activity. You can also open the activities page directly here: activities.

Step 2: Find the activity

Use the search field to type part of the subject, company, or other known details. If you prefer, scroll through the list until you find the correct activity.


Step 3: Open the activity details

Double-click the row of the activity you want to update. This opens the full details view.

Step 4: Update the activity

Change the fields you need (for example: Subject, Due date, Status, Priority, or Notes). The system saves your updates automatically—there is no Save button to press.

Idea
To add or remove files, see the article: Activity - Create.

    • Related Articles

    • Delete activity

      Goal This article shows how to delete an activity in the system. Follow the steps to find the activity, select it, and delete it safely. Deleting an activity is permanent. You cannot undo this action. Procedure Step 1: Open activities In the main ...

    • Create activity

      Goal Use activities to record events and store key information. You can connect an activity to your work using projects. This tool is for documentation only and does not include reminders. There is no reminder function for activities. Use activities ...

    • Update project

      Goal Update a project in the system. Changes are saved automatically, so you do not need to click Save. Procedure Step 1: Open CRM From the main menu, click CRM. Step 2: Open the projects list Click Project to open the list. You can also go directly ...

    • Company - Update

      Goal This article explains how to find an existing company and update its information in the system. You will open the companies page, search for the company, open its record, make your changes, and finish. Changes save automatically. Procedure Step ...

    • Purchase - Article update

      Goal This article shows how to update an existing purchase article. You will open the articles page, search for the item, open it, and make the required changes. Edits are saved automatically. Procedure Step 1: Open the articles page In the left ...