Update address

Update address

Goal

This article explains how to update the Location of an existing activity in the system. Follow the steps below to open the activity and change its Location. Changes are saved automatically.

Procedure

Step 1: Open activities

In the main menu, go to CRM > activities, then click Activity to open the list.


Step 2: Find the activity

Use the search field or scroll down the list to find the activity you want.


Step 3: Open the activity details

Double-click the activity row you want to update.


Step 4: Update the Location

In the activity, edit the Location field. The system saves your changes automatically.


Idea
To add or remove files for an activity, see "Activity - Create".

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