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Categories CRM App
Created by Guest
Created on Sep 29, 2021

Create reoccurring problems/call schedule

A customer needs to setup a reoccurring problem to remind them to contact customers on a regular frequency such as weekly, monthly or quarterly.


Using problems, the customer can setup a problem pipeline and use a custom date field to track which of their customers they are calling and when.


The customer would like to have an option that allows them to create a single problem for a customer and to set the problem to reoccur at a set frequency such as weekly, fortnightly, monthly etc. The system should then go ahead and create a number of problems based on the frequency selected. The customer should be able to set when the problems should stop based on an end date or number problems to be created.


This option should work in the same way as recurring meetings in an email calendar.

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