Recurring Meetings or Calls

[VincentSoumoy]

It would be nice to be able to set periodicity to meetings or calls

For example, each second Tuesday of the month at 2pm

[peterberlin]

That's what we do with workflows. It is a bit time-consuming because you have to create a workflow for each variant.

[esforim]

Been requested a couple of time, still no luck.

https://forum.espocrm.com/forum/general/27732-calendar-recurring-event

Latest request thread. There is one possible that marcus might create extensions for this.

[marcusquinn]

Yes, we'll try and do this as I think the core development is focused on code refactoring optimisations at the moment.

[marcusquinn]

Looking again at this - and the way "Reminders" works (as a related system Entity) - it seems to me that it could work in almost the same way as Reminders from a data-structure and code point of view.

It's high on our list of priorities, so will share more as soon as we get stuck into this - and please do add to the conversation if anyone else is working on the same and wants to collaborate.

[esforim]

I can only be a beta tester, albeit not a very good one. Looking forward to this, been waiting for 2 years now.

[hom]

I would also find native recurring activities very useful, including Meetings, Calls and Tasks.

Users should be able to select a recurrence directly when creating an activity, for example:

• every two weeks;
• every Tuesday;
• monthly on a selected day;
• until a specified date or for a set number of occurrences.

This can currently be achieved with workflows, but setting them up is too complex for regular users and requires administrative access. A recurrence option in the standard activity form would make common cases such as biweekly meetings and weekly tasks much easier to manage.

[crmscot]

This would be a great enhancement for many users and the functionality described by hom seems to cover it.