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Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI
Siebel Innovation Pack 2014
E52425-01
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Creating Recurring Calendar Activities

You might find that you want to schedule recurring activities, such as meetings. Instead of creating a new meeting every time a recurring meeting occurs, you can create one activity and set the activity to repeat at specific times to create a series of meetings.


Note:

When you modify a recurring meeting and click Save All, your changes are applied to the current meeting and to every future meeting in the series. However, your changes are not applied every previous meeting in the series.

To create a recurring calendar activity  

  1. Navigate to the Calendar screen.

  2. In the Daily, Weekly, or Monthly calendar format, click + (plus sign).

    The Calendar Detail form appears.

  3. Complete the fields.

    Some fields are described in the following table.

    Field Description
    Repeat Frequency Select a value to designate how often you want this activity to recur. For more information about the Repeat Frequency value, see Table 11-4, "Default Values for Repeat Until Field".
    Repeat Until (Optional) Select the date on which you want the activity to stop recurring by clicking the Calendar button in this field.

  4. Click Save This One.

Changing Recurring Activities to Nonrecurring Activities

You can change a recurring activity to a nonrecurring activity.

To change a recurring activity to a nonrecurring activity  

  1. Navigate to the Calendar screen.

  2. In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.

    The Calendar Detail form appears.

  3. From the drop-down list for the Repeat Frequency field, choose Non-Repeating.

  4. Click Save All.

    All future instances of the activity are deleted. The activity for the current day and previous days are not deleted.