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Selecting Edit from either an Activity Appointment Preview in the Calendar or the top-right corner in an Activity Appointment Summary will open a window where you can edit certain fields. Once you have finished, the following options are available:

  • Save – Select this to apply the changes and return to the page you were originally on.
  •  > Save and View – Select this to apply the changes and then go to the Activity Appointment Summary.
  • Cancel – Select this to exit without saving.

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