Edit follow-up

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.

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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.
   • Or, on the different tabs in the Diary screen.
2. Make the required changes in the dialog.
   If you edit a repeating follow-up, you are asked if you want to change only this instance, or this and all future instances.
   Using Synchronizer: If the meeting originates in Outlook or Gmail and is synced to SuperOffice via Synchronizer, most fields are read-only. You can edit only these SuperOffice-specific fields: Alarm, Type, Company, Busy/Free, Sale, Project, Internal notes, Priority, and Completed. Everything else stays read-only to avoid changes being overwritten during the next sync.
3. Click Save.

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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. Hover the mouse pointer over the lower edge of the follow-up. The pointer changes to a double arrow.
3. Click and hold, then drag the lower edge up or down to adjust the duration of the follow-up. The updated end time is displayed as you drag.
4. Release the mouse button to apply the change.

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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.

• 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.

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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. Choose Yes to confirm the deletion or No to keep the follow-up in the confirmation dialog.

You can delete meetings created in Outlook or Gmail in SuperOffice once they are more than 7 days old. For details, see Delete items in SuperOffice CRM.