Calendar events that are no longer needed can be canceled (this process replaces the previous Delete function). If the event is linked with a Case/Intake, the option to keep a record of your original event will be available. When a record is kept, that original event is created as a non-Outlook event, which means it will only be visible in the Case Calendar of that linked Case/Intake. These non-Outlook events are distinguishable as an "Archived Event" in the Case Calendar Tab.
To cancel an event, click the Cancel Event button on the popup or Event Details window.
Canceling an event from your calendar where you are the organizer will remove the event for all attendees.
Canceling an event from the Organizer's calendar where you are NOT the organizer but do have 'Can edit' permissions to their calendar, then you are removing the event from that user's calendar.The event will remain on the other attendees' calendars as 'Canceled'.
Canceling an event from any Attendees' calendar where you are NOT the organizer but do have 'Can edit' permissions to their calendar, will remove the event from that attendee's calendar ONLY and keep the event open for the Organizer and other attendees.
Canceling an event from your calendar where you are NOT the organizer and you do not have 'Can edit' permissions to the organizer's calendar, then you are removing the event from your calendar.
Single Outlook Event Without Case/Intake
Single Outlook events NOT associated with a Case will display the Cancel Event window.
Click Cancel Event to remove the event from all attendees' calendars.
Click Don't Cancel to keep the event on all attendees' calendars.
Recurring Outlook Event Without Case/Intake
Recurring Outlook events NOT associated with a Case/Intake will display the Confirm Cancel window. [screenshot]
Click Cancel this event only to cancel ONLY the selected occurrence.
Click Cancel entire series to cancel ALL occurrences.
Click Don't Cancel to abort the event cancellation.
When Cancel this event only is clicked, the Cancel Event window will display, allowing you another chance to confirm the event cancellation OR abort the cancellation. [screenshot]
Cancel Event will cancel ONLY the selected event occurrence from all attendees' calendars.
Don't Cancel will abort the event cancellation. The selected event will remain on all attendees' calendars.
When Cancel entire series is clicked, the Cancel Series window will display, allowing you another chance to confirm the series cancellation OR abort the cancellation.
Cancel Series will cancel ALL the event occurrences from all attendees' calendars.
Don't Cancel will abort the series cancellation. The selected series will remain on all attendees' calendars.
Single Outlook Event With Case/Intake
If an Outlook Event is linked to a Case or Intake, the Cancel Event window will display when the Cancel Event button is clicked. You can choose to keep a record of the original event in the Case Calendar Tab of the associated Case/Intake for your records. This event will NOT appear in Outlook and will be deemed as an "Archived Event".
Use the slider to keep a record of the original event (enabled by default). When enabled, the Status dropdown will display where you can set the status of the original event. The Status dropdown shows a list of active statuses from the Appointment Status Mini Directory. Status is an optional field. [screenshot]
Click Cancel Event to remove the event from all attendees' calendars.
• Keep an archive of the original event in the case calendar will keep the original event on the Case Calendar Tab (see below).
Click Don't Cancel to abort the event cancellation and keep the event on all attendees' calendars.
Recurring Outlook Event With Case/Intake
If a recurring Outlook Event is linked to a Case or Intake, the Confirm Cancel window will display when the Cancel Event button is clicked.
Click Cancel this event only to cancel ONLY the selected occurrence.
Click Cancel entire series to cancel ALL occurrences.
Click Don't Cancel to abort the event cancellation.
When Cancel this event only is clicked, the Cancel Event window will display, allowing you another chance to confirm the event cancellation OR abort the cancellation.
Cancel Event will cancel ONLY the selected event occurrence from all attendees' calendars.
Don't Cancel will abort the event cancellation. The selected event will remain on all attendees' calendars.
When Cancel entire series is clicked, the Cancel Series window will display, allowing you another chance to confirm the series cancellation OR abort the cancellation.
Click Cancel Series to cancel the entire series and delete all past and future events from Outlook and the Case.
Click Don't Cancel to abort the series cancellation.
• Tip: To keep your past events and remove future, unwanted events, change the Recurrence End Date in the Event Details window.