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. 
 

E-Z Data Web site  News Training Online Tutorials

 
 
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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