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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
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 the plus (+) icon.

    The Calendar Detail form appears.

  3. Complete the fields.

    Some fields are described in the following table.

    Field Description
    Alarm (Optional) Select this check box to activate an alarm for the activity.

    A user preference automatically activates the alarm each time you create an activity. For more information, see "Activating Alarms for All Calendar Activities".

    Repeat Type Select a value to designate how often you want this activity to recur. For more information about the Repeat Type value, see Table 12-4.

    Select the appropriate option for the value that you select in the Repeat Type field.

    End By (Optional) Select the date on which you want the activity to stop recurring by selecting this option and clicking the Calendar button in the 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 Type 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.