[Reminders] Call someone / company every X

[rfrancocantero]

Hi,
I'm new with Espocrm and I was wondering how to setup call reminders. So let's say I meet someone new today and I want to give this person / company a call every 2 weeks for example? How can I schedule this? I don't see a way to make this recurrent....

[rabii]

Hi when you create a call you can add a reminder to the call. you can choose type f reminder popup or email and choose time to get reminded before the call starts. Highest time value is that you could be reminded 7 days before the call. see attached screen shot.

I hope this helps.

[rfrancocantero]

Thnx but I was looking for something recurrent / schedule in advance.

[rabii]

I see you can achieve this by adding e.g isRecurring checkbox to the call entity and if you have Advanced Pack then you can use workflow to create new call every two weeks.