You can cancel interaction log entries when an interaction you have recorded has not been performed.
You cancel interaction log entries in the Interaction Log Entries window. Depending on where you access the Interaction Log Entries window from, the window shows interactions either for a contact, a salesperson, or a to-do. The following procedure shows how to cancel an interaction for a contact.
To cancel an interaction log entry
In the Search box, enter Contacts, and then choose the related link.
In the Contacts window, select the contact that is involved in the interaction.
On the Navigate tab, in the Contact group, choose Interaction Log Entries.
In the Interaction Log Entries window, select the interaction log entry you want to cancel.
On the Actions tab, in the Functions group, choose Switch Checkmark in Canceled.
Confirm the subsequent message.
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| Canceled entries are not removed from the Interaction Log Entries window; instead, they appear as canceled. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |