Edit Customer Activity

Modules>CRM>Customer Activities>List, Find, or Query Customer Activities>Open an Activity record

The Edit - Customer Activity page lets you modify the details of a customer Activity record.

To use the Edit - Customer Activity page, use the following steps:

1. Open a Customer Activity record.
2. Edit the fields as described in the following table:

   Fields	Required	Description
   name	Display	The customer name is displayed.
   activity type	Required	Select an activity type from the list
   activity date	Required	Select an activity date. This is the date that the activity occurred.
   communication method	Optional	Select the activity type from the list.
   destination	Optional	Enter a destination address.
   comm desc	Optional	Enter a brief description of the communication.
   activity code	Optional	Enter an activity code, if applicable.
   Activity Description	Optional	The Activity Description can contain the contents of the communication, such as an email message or call transcript. This field can include html.

3. Click the Save button to save your changes and return to the previous page. Click the Cancel button to return to the previous page without saving your changes.