How do I edit an event in CRM
There are three ways to edit an event in CRM.
- In the Events List View
- In the Event Quick View popup in Calendar
- In the Event Details page
In the Events List View
- Go to the Activities module and choose the required required Event List View.
- Point the mouse to the desired event and click the Edit link that appears on mouse hover.
- In the popup that appears, edit the required details and click Save.
Event Quick View popup in Calendar- Click the desired event in Calendar.
- In the Event Quick View popup, click Edit to edit the required details and click Save.
Event Details page
- In the Events Details page, click Edit to make the required changes.
You can also point your mouse to the event details such as date and time and click on the Edit link that appears on mouse hover.
Related Articles
How do I edit a scheduled call in CRM?
In the Calendar view, click on the call you wish to edit. In the pop-up that appears, click the Re-schedule link. Enter the new details and click Save.
Is it possible to edit the documents once attached to CRM?
The documents are Read-Only and cannot be edited once attached to CRM.
Edit Records
You can edit Zoho CRM records from your Android phone To edit a record Go to the module (Leads, Accounts, Contacts, etc.). Tap the record that you want to edit. Tap the More Options icon and then tap Edit. Modify the details of the record and ...
Edit Records in iPad
You can edit the Zoho CRM record from your iPad. To edit a record Tap the Leads, Accounts, Contacts, Potentials, Cases, Products, Vendors, Tasks, Events or Calls module. All the records in the selected module will be listed. Tap the record that you ...
Edit Records in iPhone
You can edit the Zoho CRM record from your iPhone To edit a record Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module. The records in Contacts, Leads, and Accounts modules are listed in ...