Recurring Activities, Monthly

You can choose to schedule an activity to occur once, daily, weekly, monthly or yearly.

To schedule an activity to recur monthly

  1. Schedule or edit an activity.
  2. Click the Recurring tab.
  3. Under This activity occurs, select Monthly.
  4. Select how you want the activity to recur.
    • If you want the activity to recur on a specific day of the month, select the Every X Month(s) on day option, enter the number of months between recurrences, and then click the drop-down arrow to select the day of the month that you want the activity to recur.
      For example, an activity recurs every 2 months on the 15th.
    • If you want the activity to recur on a specific day of the week every month, select the Every X Month(s) on the option, enter the number of months between recurrences, click the drop-down arrow to select the week of the month, and then click the drop-down arrow to select the day of the week that you want the activity to recur.
      For example, an activity recurs on the third Tuesday of the month.
    • If you want the activity to recur only after the previous occurrences have been completed, select the Every X Month(s) after completion option, and then enter the number of months between recurrences.
      For example, an activity recurs one month after it is completed.
  5. In the Start Recurring box, click the CalendarClosed button, select a date, and then click OK.
  6. Do one of the following:

    • In the End After box, enter the number of times the activity should occur.
    • Click the End Recurring CalendarClosed button, select a different date, and then click OK.
  7. When finished making all activity changes, click OK.

Related Topics

Activities Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.