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?
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.
It appears to involve core javascript files including, but not necessarily limited to:
./sidecar/minified/sidecar.lite.min.js
./sidecar/minified/sidecar.min.js
./sidecar/minified/sidecar.min.js.map
./sidecar/src/utils/date.js
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.