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Hello,
I was wondering if it's possible to use set recurrence for phone calls activities. I need the ability to create future phone call activities based on Set Recurrence configuration. Any help is well appreciated
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Hi,
Recurrence for phone call activities is not available out of the box.
But, you can
First approach
1. [View:https://www.powerobjects.com/2012/09/20/how-to-create-automatic-follow-up-activities-in-crm-2011/:750:50]
Second approach - if you want to achieve exactly the same in Task.
1. Create a html page
2. Create a custom entity.
3. Create a button in Phone Call , open the html page that show the related field you created in custom entity.
4. Create a console application that run everyday to help you create the phone call record based on the criteria you set in custom entity
But it required a lots of efforts.
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André Arnaud de Cal...
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