Cancelling a scheduled activity
You cancel activities by changing the status:
1 From the menu select My Activities.
The My Activities list displays.
| If it’s not your activity, you can locate it via either a case or activity search. |
2 In the list, locate the activity you want to cancel and click

to open it in edit mode.
3 In the New notes field, enter a note explaining the reason for the cancellation.
4 In the
Status field,

select
No action required.
5 IF you set a reminder for yourself for the activity, in the
Reminders section click

6 Click

.
The activity is cancelled.