FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
What is an Event?
How do I delete an Event?
How do I set up reminders for my events?
How to send an invite for an event?
How do I create a Google Meet event type?
What are recurring events?
What are the default event types available in Vtiger CRM?
How do I create custom event types in the CRM?
How do I merge Events?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
How do I create a recurring event?
Table of Contents
Follow the steps below to create Recurring Events:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Collaboration > Events.
- Open an existing event. You can also create a new one.
- Click Edit on the top right.
- Go to the Recurrence Details block.
- Enable the Recurring event toggle button.
- Enter the following information:
- Frequency - Choose whether you want to schedule the recurring event based on days, weeks, months, or years.
- Repeat - Choose when the event must occur. For example, every two weeks.
- On - Choose the days on which the event must occur.
- Number of recurrences - Choose the number of times the event must recur.
- Until - This is a read-only field. The date until which the event will recur is automatically shown here.
- Click Save.
When you mark an event as recurring and set up the recurrence details, you will see an event record created in the CRM until the end date.
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