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Creating a recurring appointment

1. Click New Appointment from within the Person, Company, Lead, Opportunity, or Solution context, or from My CRM.
2. Click Recurrence.
3. Set the Recurrence Pattern to Daily, Weekly, or Monthly.
4. Select the Daily Pattern for each date in the series.
   • If you select Occurs Once At, only one communication is created for each date set up in the recurrence pattern.
   • If you select Occurs Every, several communications are created. Use Starting At and Ending At times to specify a range in which the communications will occur.

Note: The Occurs Every option, is disabled if Exchange Integration is being used.

5. Select the Start Date and End Date for the recurring pattern of appointments.
6. Click Continue and then click Save.

The default maximum number of occurrences is 200. This is set by your System Administrator. If you exceed the maximum number of occurrences, an error message is displayed and you can't save the appointment.

See Also:

Changing a recurring appointment

Deleting a recurring appointment

Navigating your calendar

Exchange Integration

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