Adding an Existing Activity to Account or Contact

Add an existing activity to an account or contact, or both.

  1. On the home screen, select Activities.
  2. Highlight the activity to edit.
  3. In the Activity screen, click Edit.
  4. Modify existing information, or add new activity partners, contacts, owner, or attendees.

    The main activity partner is on top. Tap and drag the CRM iPhone Reorder Indicator Icon Reorder indicator to move a partner to a different position.

  5. Tap Done.
Parent topic: Activity Management
Related tasks
Searching and Viewing Activities
Adding a New Activity for Account or Contact
Logging a Phone Call as an Activity
Logging an E-mail as an Activity

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com