Edit follow-up

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Version: 10.2.11
• 5 minutes to read
 • 5 minutes to read
Note

You can edit follow-ups only if you are the owner. If you are viewing another associate's diary, you can edit follow-ups only if the selected associate is the owner.

If you edit the time, date, or location of a follow-up - or delete an invitation that you created and sent - the invitees will receive a message about this.

Steps

  1. Open an existing follow-up by double-clicking it:

    • In the Activities section tab in the Company, Contact, Diary, Project, or Sale screen.
    • On the different tabs in the Diary screen.

  2. Make the required changes in the dialog.

    Note

    If you edit a repeating follow-up, you are asked if you want to change only this instance, or this and all future instances.

  3. Click Save.

Note

You cannot edit completed follow-ups until you have undone their Completed status.

Change the end time for a follow-up in the Diary

In the Diary screen, you can change the end time for a follow-up without having to open it:

  1. Click the follow-up in the Day tab, Week tab, or View tab.

  2. Position the mouse pointer on the bottom border of the follow-up. The pointer changes into a double arrows.

  3. Click the border and hold down the mouse button, while dragging the blue line up or down to decrease or increase the time slot for the follow-up. You can see the end time for the follow up in the top of the blue area.

  4. Release the mouse button. The time slot for the follow-up is changed.

Note

You can also change the time slot by opening the follow-up and changing the Start, End, Due, or Duration fields.

Edit repeating follow-up

Changes work in the same way as when you edit follow-ups, but when you make a change, the Repeating follow-ups dialog appears.

Repeating follow-up dialog -screenshot

  • If you select Change only this instance, the change will not affect other times.

  • If you select Change all future instances including this one, the change will apply to this follow-up and all repetitions in the future as well.

You can change only the start date for the follow-up while viewing the recurrence details. To change the time, click OK or Cancel to return to the follow-up details.

If you decide to change the rule in the middle of a series of meetings, then a new rule is created, and the old rule is stopped at the point where the break occurs.

If you change the start time for a single meeting, the rule is not affected. The meeting is treated as an exception to the rule. The exception can be made un-exceptional by moving it back into line with the other meetings.

Caution

Modifying the start or end date on a recurring meeting after it has been saved is a bad idea. Changing the time on a recurring meeting will work fine, but changing the date will only lead to confusion. Changing the start time on a meeting will trigger an update on all subsequence recurrences if you have set the update mode to this-and-forward.

Delete follow-up using the Diary

  • If you delete a follow-up you are invited to, the follow-up is removed from your diary only.
  • If you delete an invitation that you own from your Diary, this follow-up also disappears from the invitees' diaries.
  1. Select the required follow-up.
  2. Right-click and choose Delete.
  3. Confirm or cancel the deletion in the confirmation dialog.
Tip

For details, see Delete items in SuperOffice CRM.