Community
Showing results for 
Search instead for 
Do you mean 
Reply

Recurring Activities

Highlighted
New Member
Posts: 1
Country: Canada

Recurring Activities

I would like to have a perpetual recurring customer call be put in my calendar every 3 months from the date they become a customer so the calls are evenly distributed throughout the year. Can this be done?
Moderator
Posts: 4,395
Country: USA

Re: Recurring Activities

Unfortunately there isn't a way to automatically schedule a reoccurring activity.  You can setup a preference to automatically prompt to schedule an activity when a contact is created by going to Tools > Preferences > Calendar & Scheduling > Scheduling Preferences.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

 

There may be an addon product that can automate the task for you.

 

www.act.com/addons

www.actaddons.com