A Staff member with manager permissions or a Non-staff contact with manager permissions can edit or delete scheduled calls created by anyone. Accounts with social or care roles can edit or delete the scheduled call they created.
To edit a scheduled call:
In the left-hand menu, click the Accounts tab and locate the desired account.
Select the client by clicking their account card from the list.
On the Schedule screen, click the Call option to view scheduled calls.
If the call is not listed, it is scheduled for another day. Click on the calendar to select the scheduled date.
Click on a call you would like to edit.
Click the
icon at the top-right corner of the Call Details screen.
Click the Yes button on the Modify call prompt.
On the edit screen, update the available fields.
For repeat (daily, weekly, and custom) calls, changes can be made to the Name, Participants, and Description fields. If you like to reschedule to another date and time, you will need to delete the existing call and create a new call.
For non-repeat calls, you can update the Name, Participants, Date, Time, and Description fields.
If you need to change a non-repeat call to a repeat call or vice versa, you will need to delete the existing call and create a new call.
Click the Save changes button.