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Recurring Activities

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?
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 -


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