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Set Task Recurrence

Applies to
eWay-CRM Desktop.

Warning
This feature is available in module Contacts & Companies (Professional).
  1. Open a task.

    2. New Task

     

  2. Click Recurrence in the ribbon.

    3. Task Recurrence

     

  3. Select frequency you want – daily, weekly, monthly, yearly. set additional parameters (e.g. each Monday). You can also set that recurrence will be after 10 repetitions stopped.

    4. Set Recurrence

     

  4. Click OK button.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table