After creating events in the Events tab, you can edit or delete them at any time to keep case schedules accurate.
📹 Video Walkthrough
Editing an Event
Open the event by either:
Clicking directly on the event in the list, or
Selecting Edit from the three-dot menu for that event.
In the Edit Event window, you can:
Change the event name
Update date, time, duration, or location
Add or modify contacts or additional notes
Click Save to store your changes.
Any edits are recorded with the user who made the change and the date/time of the update.
If you exit the edit window without saving, a confirmation notice will appear. Any unsaved changes will be lost if you confirm exit.
Deleting an Event
To delete an event, you can either:
Select Delete from the three-dot menu next to the event, or
Click Delete within the edit window.
A confirmation prompt will appear to ensure you want to permanently remove the event.
Important: Deletion is permanent. Once an event is deleted, all associated details are lost. To restore, the event must be recreated manually.
