Some of my users like to check in with prospects on a quarterly or semi-annual basis. How could I add these intervals to the "Repeat Type" dialog in the call and meeting activities?
Hi David Austin ,
Setting Repeat Interval to '3' or '6' when Repeat Type is 'Monthly' is currently the way to set a call or meeting to reoccur quarterly (every 3 months) or semi-annually (every 6 months).
Customizing the Repeat Type field is not trivial.
I am not currently aware of a way to customize it in an upgrade-safe way.
Thanks Patrick. Your explanation of "Repeat Interval" makes sense, and this will work for us without customization. I didn't understand how this worked. The documentation at http://support.sugarcrm.com/Documentation/Sugar_Versions/7.6/Ent/Application_Guide/Calls/#Setting_Up_Recurrences leaves much to be desired explaining how this works.
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