Subject: E-Z News Vol. 7: Recurring Activities
November 2, 2001
Volume 7
e-Z News is designed to help you maximize your use of the
Client Data System (CDS) program. Watch your e-mail for each
bi-weekly edition featuring tips, tricks and how-to's.
Tip
of the Week: Creating a Recurring
Activity
For our example we are going to create a Recurring
Activity for our sales meeting next year that occurs on the last Friday of every
month at 10:00 a.m.
From any calendar view, click Add.
You are now presented with the Activity Detail
screen. Here you can create the details for the activity such as
date/time, type, subtype, etc. Once you have completed this screen click
Recurring.
*Note: You cannot modify an existing activity and make
it Recurring. You must create a new activity.
Let's enter the specifics for this Recurring
Activity.
From: 01/01/2002
Thru: 12/31/2002
Day: Fri
Week: Last
Once you have completed this section click Add. Click
OK.
The Activity Detail screen automatically appears.
You can make any last minute changes to the activity from here. Click OK.
You will now see CDS posting the activities to the
calendar.
In the next E-Z
News: Policy Summary
Setup
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