Recurring follow-ups

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The Finance Shop Release Notes

Helpstar 111764
You can now set a follow-up to reoccur.

Firstly create a followup in the normal way.

Then click on the Recurrence tab and toggle the Recurring Follow Up? field to Yes.

When you set this to Yes you can then choose the Recurrence Due From which can either be from;

The Recurrence End Date is when you want the recurrence to stop.

You can specify the Period for recurrence from

When you change the period the bottom section of the screen changes

Daily Recurrence

	You can specify the days of the week that the follow-up will recur on.

You can specify the interval of weeks that the task should recur by setting

the Every [ 1 ] weeks(s) and you can specify the day that you want it to recur on.