Edit an activity

To change an activity:

1. 1Open Activities from the sidebar.
2. 2Find the activity. The time and status filters above the list are usually faster than searching.
3. 3Open the menu at the end of the row and choose Edit Activity, or open the activity itself.
4. 4Change what you need: headline, type, deadline, priority, assigned user, or the record it is linked to.
5. 5Save.

Several fields can be changed straight from the list without opening anything: click the cell for the deadline, status, priority, or Responsible and edit it in place. This is the quickest way to reassign or push a batch of work.

To change only the next follow-up date, use Set Follow-up from the row menu.

See how busy a day already is before moving work onto it

Wherever you move an activity to another date, each quick option and each day in the calendar carries a small number: how many open activities you already have on that day. Nothing counts work that is finished or cancelled, and it is always your own workload, never the team's, even if you can see everyone else's. Use it to spread calls across the week rather than piling them onto one morning. A day showing a question mark means the number could not be fetched, not that the day is free.

Add a contact person without leaving the activity

If you have just spoken to somebody who is not in the CRM yet, open Add Contact on the activity and choose Create new contact. The contact form opens on top of the activity, and the person is attached to the activity as soon as you save, so you keep your place. Add a contact

Edits save themselves

On the activity itself, anything you pick rather than type saves the moment you pick it: Status, Type, Priority and the deadline date and time. Text you type, such as the headline, saves when you leave the field or press Enter. Press Escape to cancel the current text edit. There is no separate save button, and typing does not save each keystroke.

Changes on the activity appear immediately while they save. The save indicator in the record panel shows progress. If a save fails, the previous value returns and a message explains that the edit could not be saved; use Retry to retry it. Leaving after a failed save asks you before discarding the change. The activity stays visible while saved details refresh in the background, and unfinished typing is kept.

More than two people responsible

An activity is not limited to a main and a stand-in. Click the plus beside Responsible and keep adding people; everyone on the list sees the activity in their own list of work. The first person is still the main owner, which is what reports and reminders follow.

Sales, contracts and the linked object beside the notes

The panel on the right of an open activity carries cards for the company's Subscription and Opportunity, the checklist, and the object the activity is attached to. Two more things you can do there:

• The cog on a card chooses which details it shows, so a car can show its registration and mileage rather than only its name. The plus on the object card attaches an object to an activity that has none.
• The details on the object card can be filled in or changed right there. Click a value, type or pick the new one, and it is saved on the object itself, so a missing registration number does not mean opening the car.
• Upcoming meetings is a card of its own and starts switched off. Turn it on with the eye control while Edit Layout is on, and the next meetings with the company sit beside the notes.

Read and edit the customer's notes

The Customer notes box on Overview shows the linked customer's Notes field, so you can read that background information while working on the activity. It is separate from the activity's timeline notes. To change it without leaving the activity, click the pencil in the box's header (or double-click the text), make your change and click Save. It is the same field as on the customer, so the change shows there too. Use Edit Layout to move the box higher up or hide it.

Move the deal without leaving the activity

When an activity is linked to a deal, the Opportunity box beside the notes lets you move the deal without opening it. Click the Stage next to the deal's name to pick a new one, or click the Close Date to pick a new date, and the deal is updated straight away. This saves the usual trip out to the deal and back after a call.

Both controls only appear when they are among the fields the box shows. The cog on the box chooses those.

The same cog also offers the linked deal's own standard and custom fields, including a project number when your workspace uses one. These values come from the linked deal, even if the activity has a separate field with the same name. Your selected fields stay in the box when you reopen the activity. Remove all selected fields if you only want to show the deal's name.

Choosing the won stage asks you to confirm first, because winning a deal also creates the subscription behind it. Everything else applies immediately.

You can also build your own tabs on an activity, with whichever panels you want on them. Which records you can build tabs on

Call history. The Call Log panel keeps loaded calls available while refreshing. Unknown history shows placeholders; a failed read shows Retry rather than sample calls or an empty history.

Log Call shows the submitted call with a saving indicator. An accepted save appears immediately while the history refresh continues. Edits and deletions also appear immediately; if a save fails, the affected call returns to its confirmed state and your form text stays available to retry. Other successful changes remain. These controls log a call; they do not place a telephone call or create a recording.