There are five actions you can take in relation to an Activity record (eg. a client advocacy issue, inquiry, education session etc) -


  1. Transfer to other client
  2. Transfer to other advocate
  3. Change funding source
  4. Convert to other activity type
  5. Delete (Ivo Administrator only)


You can access these actions by clicking the "Options" menu in the toolbar, or the hyperlink menu in the centre of the screen -