Editing Team/Group Appointments

Activities can be edited and updates sent out to team members for Team Appointments from the Activity Details screen.

Note: The functionality covered here will not be visible unless you are a member of a team account.

To edit a team appointment activity:

1. Open the Activity Details screen. How?

   • From the Main Menu bar, go to Calendar > Activities Summary. Click the activity's row to open the Activity Details screen.

   Note: You can change most fields when editing an activity, but you cannot change the activity type; if you need to change the activity type, delete the old activity and create a new one.

2. If you are the Organizer, you can add or remove team members by clicking the Edit Selections link or edit any other part of the appointment.

3. If you are not the organizer, you can change your status for the appointment even though you may have selected one before (i.e. Tentative, Declined, Accepted). There are also some activity details you can change, but these changes will only be visible to you and not sent to all meeting attendees. See the Activity Details screen reference topic for details concerning the other fields available from the screen.

4. As the Organizer, you can:

   • Click the Save Activity button to save your changes without informing the other team members or contacts.

   • Click the Send Update button to save your changes and inform the other team members or contacts of the changes.

   As a meeting attendee, you can Save or Cancel your changes.