Recurring Tasks

[panuweb]

Set up a task to be repeated every month, every week, etc. For example: generate invoices the 20th of each month.

[stocarul]

Any thoughts about this?

[tanya]

EspoCRM doesn't have recurring events. You can try to do this with workflow (included to Advanced Pack)

[stocarul]

Thank you for your answer Tanya. We are thinking to buy the advanced pack and didn't know we can achieve this. Just to make sure, can you confirm that I can create recurring tasks/events every month/week in an easy way?

[tanya]

Workflow has trigger type Schedeled where you can set a scheduling rule as crontab and action type Create Entity. you can test it there http://demo.espocrm.de/advanced/