Adding Recurring Activities
To add a series of recurring activities:
- Add the first (main) activity.
- Select Recurrence from the context menu.
The Appointment Recurrence window is displayed.
- Determine the whether the activities should recur on a Daily, Weekly, Monthly or Yearly basis.
- 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.
- Enable the Weekends and Holidays options if activities should also be added on holidays or weekends.
- 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.
- 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.