Edit or Undo Appointments and Resignations
You can edit and undo appointments on the Appointment History page in the company record.
The Appointment History page displays both current and past appointments for a company. Incorrect appointment events can be edited or undone from here.
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Go to the company record and select History > Appointments.
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Select Options
for the required appointment and select Edit or Undo Event.A confirmation message displays, advising that undertaking the action cannot be reversed.
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If you selected the Edit Event option in the previous step, make changes in the Edit Appointment History Wizard as required and select Finish.
Note
Diligent Entities records appointments and resignations on the same row. When you use the Undo Event or Edit Event options, the application will undo or edit the most recent event for that row. For example, if you undo an event that has a recording of an appointment and a resignation, it will remove the resignation only. If you select it a second time, the appointment is removed as well.
See also
Appoint Multiple Individuals to the Same Company
Appoint the Same Individual to Multiple Companies
