There are several ways to remove people from activities. You can manually remove them or Mortgage Quest automatically removes them if you defined an Activity event and the trigger value matches the event condition. The following describes how to manually remove a person from an activity.
To remove a person from an activity:
1. Go to the person’s record in the Borrowers or Contacts database.
2. Select Activities / Remove from Activity. You can also right mouse click and select Activities / Remove from Activity.
3. Select an activity from the list.
4. Mortgage Quest removes the person from all activities created. All unassigned Outlook tasks created by this activity series are deleted from the Outlook task list. However, Mortgage Quest cannot delete assigned Outlook tasks. If the person was added to a campaign, they are removed.