Activities are the running record of every call, email, meeting, task, and note in your CRM — and the details often change after you log them. A call gets rescheduled, a quick note turns into a full write-up, or a follow-up needs a clearer subject. In Cornerspot you can update an activity in seconds, right from the Activities table. This guide shows you how.
How to update an activity in Cornerspot
Editing an activity takes just a few clicks from the Activities page — no need to open a separate screen.
1. Find the activity and open it
From the dashboard, open Activities. Locate the activity you want to update and click anywhere on its row to open it. (You can also use the pencil (Edit activity) icon in the Actions column of the row.)
2. The Edit Activity panel opens
An Edit Activity panel slides in from the right, pre-filled with everything you already logged for this activity. Change any field you need.
3. Update the details
Change whatever you need to. In this example we update the Subject and add a note to the Details — you can also change the activity type, who or what it's related to, the date and time it occurred, the owner, and the status the same way. (If you switch the type to Task, a Due date field appears.)
4. Save your changes
Click Save changes. Your edits are saved instantly and the activity’s row updates to reflect the new details.
How activity updates flow through Cornerspot
Because every part of Cornerspot reads from the same activity record, an update made here is reflected everywhere instantly:
- Related record: The account, contact, or deal the activity is linked to shows the latest details on its own timeline automatically.
- Calendar view: Change the date or time an activity occurred and it moves to the right spot in the Activities calendar.
- Tasks & reminders: Update a task’s due date or status and your task lists and reminders stay accurate.
- Reporting: Type and status changes immediately reshape your activity filters, saved views, and reports.
There’s no syncing or re-entering data — edit an activity once and Cornerspot keeps everything consistent.
Tips for keeping activities up to date
- Keep the subject clear and specific so the activity is easy to scan in the list.
- Update the occurred at date and time if a call or meeting is rescheduled, so your calendar and reporting stay accurate.
- Use the status to track whether an activity is still open or complete.
- Add context in the Details field after the fact — notes, outcomes, and next steps live alongside the activity.