To set up a recurring activity in OpenCRM, simply click the two arrows to the right of the activity date on the edit screen.
You are then presented with a screen which should be familiar to anyone who has set up recurring activities in other software applications, such as Microsoft Outlook.
By choosing the recurrence pattern, you are presented with a number of different options.
The "End After" section allows you to specify either a date, or a number of recurrences after which the series will end.
Adding multiple users to a recurring Activity
If you have a recurring Activity that needs more than one user assigned to it, you will need to add the users to ALL Activities...not just the first one.
You can do this by:
- Create and save your recurring Activity
- Click to Edit Series
- Re-assign to another user
- Click Apply (if you have more users to add) or Save (if that was your last user)
Watch below to see this in action: