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This text refers to program version 4.2  

Completing an Activity

As you work your way through your Activities, you will want to mark off each one as completed. This will have the effect of building up an accurate contact history for the Customers concerned.

To do this, open the Activity and click the Done box. If necessary, enter a Result and press Tab or Return. The End Date and End Time will be filled in automatically. Change to the 'Text' card to record any comments about the carrying out of the task in the grid area. Click the [Save] button in the Button Bar to save the changes. Depending on how you have set up your Activity Consequences, a follow-up Activity may be created automatically.

Once an Activity has been marked as Done and saved, many fields such as the Start and End Dates and Times and the Persons cannot be changed. If you realise that a Done Activity contains a mistake, you can be delete it by selecting 'Delete' from the Record menu.

However, if the Activity Type belongs to a Class whose Create Project Transactions or Create Worksheet Transaction box has been checked, the Activity cannot be deleted. In this case, you should open it and select 'Invalidate' from the Record menu. Red lines will be drawn through all the fields, and the Activity will be removed from the Calendar, Task Manager and all reports. Then click the [Duplicate] button in the Button Bar to create a new Activity without the mistake.

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