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Create recurring calendar entries in Activity planning

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2 comments

  • 0
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    I like that.

    Do you face challenge that sales would like to plan activities in a first round before month start without specifying date, and then once all visits for coming month are collected, distribute them on calendar on weekly basis?

    And there I like you request, as sales know, based on given task or type of pos, they can select repeat n-times.

    Carl Hauser
  • 0
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    I would also like to see this functionality. This is the only thing preventing us from using the activity planning module. When our sales reps visit their customers, they do so on very specific days of the week. For example, Rep A might visit Customer B on the first and third Monday of every month. It would be great for them to be able to schedule that out to repeat in that way. It would eliminate quite a bit of manual input.

    Beauty Solutions

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