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Repeating Activity Series?

New Member
Posts: 7
Country: USA

Repeating Activity Series?

I'd like to create a repeating activity series, but can't figure out how to do it.  We've got a communication plan that we use for all clients ( call every month / letter every quarter / meeting every six months ) and this needs to repeat every year, but I can't figure out how to make the Activity Series repeat.  Any suggestions?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Repeating Activity Series?

Well, if I understand your query, I beleive what you are asking is:  Can I schedule an activity series multiple times in series?


The answer would be: nope.


Now that said, there probably is some kind of addon that would facilitate this.


A couple of other things to ponder upon while you are in that kind of a mood:  In the define tools tool, you can trigger the scheduling of an activity series on various actions that occur in a field - could be interesting.


You might also take your current Activity Series and append to the end a To-Do that says "Hey RKeddie - Time to schedule another one of these pups..."