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How do I create a Recurring Events?

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Follow these steps to add recurring events:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Events.
  5. Select +Add Event. An Add Event window opens.
  6. Enter the following details in the Add Event window:
    1. Start Date and Time
    2. End Date and Time
    3. Subject
    4. Activity Type
    5. Description
    6. Participants
  7. Click View Full Form. A Creating Event window opens.
  8. Go to the Recurrence Details section. 
  9. Enable the Recurring Event toggle.
  10. Enter or select information for the following:
    1. For events that occur every day > Select the Day from the drop-down in the Repeat field.
      1. Select the Every number from the drop-down.
      2. Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
  11. For events that occur every week >Select the Week from the drop-down in the Repeat field.
    1. Select the Every number from the drop-down.
    2. Select On and enable the day’s checkbox from Monday to Sunday.
    3. Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
  12. For events that occur every month > Select the Month from the drop-down in the Repeat field.
    1. Select the Every number from the drop-down.
    2. Select the following On options: 
      1. Select Specific Day or Specific Week from the drop-down.
      2. Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
    3. Select the Year from the drop-down in the Repeat field.
      1. Select the Every number from the drop-down.
      2. Select Occurrences from the drop-down.
  13. Click Save.
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