Adding Recurring Activities

To add a series of recurring activities:

  1. Add the first (main) activity.
  2. Select Recurrence from the context menu.

    The Appointment Recurrence window is displayed.



  3. Determine the whether the activities should recur on a Daily, Weekly, Monthly or Yearly basis.
  4. Depending on your settings, you can determine when the activity is repeated:
    • Daily: The number of days before the activity is repeated.
    • Weekly: The number of weeks before the activity is repeated and the day of the week. You can select multiple weekdays.
    • Monthly: The number of months before the activity is repeated; the day of the month; the day of the week.
    • Yearly: The number of years before the activity is repeated; the day and month; the day of the week.

    When repeating activities on a monthly or yearly basis, enable Do not create substitute activities to prevent activities that would fall on a holiday or weekend from being moved to the next work day.

  5. Enable the Weekends and Holidays options if activities should also be added on holidays or weekends.
  6. Define the Series duration:
    • Ends after: The number of recurring appointments after which the series ends.
    • Ends on: Date on which the series should end.
  7. Save the data.

    The activities are generated. Recurring activities are indicated using the icon.

Note: The following fields are not transferred from the main activity to subsequent activities: Start, Activity result, Activity costs, Activity status, Response (Marketing Act.) 1-5, Survey on, Follow-up date, Satisfaction.