Question: How do I clear an Activity in Act! Companion?
Product Family: Act!
Deployment: Desktop, Web and Cloud
Integration: Act! Web API, Act! Connect Link, Act! Companion
1. There are two ways that you can clear your Activities when using the Act! Companion app. Firstly, when looking at your list of Activities, you can swipe from right to left which will present the Clear option.
2. Alternatively, you can tap on the Activity and then tap Details.
3. From the Details view, you will see an option to Clear Activity.
4. You will then be presented with a pop-up allowing you to add a History item to the contact record. You can tap Details to add any additional information. Tap Confirm once you are finished.
For more information about working with Act! Companion, refer to the following knowledgebase article:
How to Get Started with Act! Companion