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Add, Edit, And Delete Calendar Events

You can schedule single events (Daily); events that recur in a recognizable pattern, such as on the first Monday of every month (Periodic); and events that take place over consecutive dates (Duration).

You can edit or delete calendar events that you have added directly at Calendar. However, you must edit or delete displayed Contact activities at the Contact record itself (see "Work With the Contacts Detail View").

Caution:

From Day view you can edit and delete all event types. Note, however, that each occurrence of Periodic and Duration events is affected by the change.

How . . .

To Add an Event

To Edit an Event

To Delete an Event

To Add an Event

Click Calendar at the Main Menu.
At Month view, navigate to the date you want.
To see the day's scheduled events, click on the underlined date (for example, 11.)
At Day view, click New Event .
At the New Event dialog box, click the desired event type: (Daily for a stand-alone event, Periodic for an event that recurs in a pattern, or Duration for an event that recurs over consecutive dates).
Enter details for the event. (See "Entering Daily Events", "Entering Periodic Events", or "Entering Duration Events"
Click Save.

To Edit an Event

At Calendar, you can only edit events you added directly, not Open Houses or Contact activities.

At Month view, navigate to the date of the event you want to change.
Click the event you want to revise. Note: if the event has no details, you must edit the event at the Event Maintenance page. (See "Event Maintenance View".)
At the event you want to revise, click Edit.
Revise text and/or options as required (See "Entering Daily Events", "Entering Periodic Events", or "Entering Duration Events"
Click Save.

To Delete an Event

At Calendar, you can only delete events you added directly, not Open Houses or Contact activities.

At Month view, navigate to the date of the event you want to delete.
Click the event you want to delete. Note: if the event has no details, you must delete the event at the Event Maintenance page. (See "Event Maintenance View".)
At the event you want to delete, click Edit.
When the event's data entry page displays, click Delete.
At the Confirmation prompt, click OK.

Add, Edit, And Delete Calendar Events

Caution:

How . . .

To Add an Event

To Edit an Event

To Delete an Event

See also . . .