Is there a way to add a Quarterly and Semi-Annual "Repeat Type" to calls and meetings?

Some of my users like to check in with prospects on a quarterly or semi-annual basis.  How could I add these intervals to the "Repeat Type" dialog in the call and meeting activities?

Parents
  • Hi David Austin ,

    Setting Repeat Interval to '3' or '6' when Repeat Type is 'Monthly' is currently the way to set a call or meeting to reoccur quarterly (every 3 months) or semi-annually (every 6 months).

    call_int.png

    Customizing the Repeat Type field is not trivial.

    It appears to involve core javascript files including, but not necessarily limited to:

    ./sidecar/minified/sidecar.lite.min.js

    ./sidecar/minified/sidecar.min.js

    ./sidecar/minified/sidecar.min.js.map

    ./sidecar/src/utils/date.js

    I am not currently aware of a way to customize it in an upgrade-safe way.

Reply
  • Hi David Austin ,

    Setting Repeat Interval to '3' or '6' when Repeat Type is 'Monthly' is currently the way to set a call or meeting to reoccur quarterly (every 3 months) or semi-annually (every 6 months).

    call_int.png

    Customizing the Repeat Type field is not trivial.

    It appears to involve core javascript files including, but not necessarily limited to:

    ./sidecar/minified/sidecar.lite.min.js

    ./sidecar/minified/sidecar.min.js

    ./sidecar/minified/sidecar.min.js.map

    ./sidecar/src/utils/date.js

    I am not currently aware of a way to customize it in an upgrade-safe way.

Children