Sugar has the ability to set recurring meetings, but I can't seem to find a way to set a recurring Task.
I can build something custom if needed, but just wanted to make sure I'm not missing something...
thanks,
Francesca
Sugar has the ability to set recurring meetings, but I can't seem to find a way to set a recurring Task.
I can build something custom if needed, but just wanted to make sure I'm not missing something...
thanks,
Francesca
hi Francesca
Indeed it should be standard, being an activity record should have similar recurring options as do Calls and Meetings, seems to have been missed.
I have sometimes used a combination of custom fields and BPM to achieve some requirements, but I'm sure you know how.
.
CRM Business Consultant
Thank you for confirming that it's not OOTB.
My users are working around it by mis-using Meetings.
I'll put in an "Idea" in Sugar's Cases portal. Maybe others could do the same if they thing that Recurring Tasks are a good thing to have .
For those who don't yet know you can put in a Case requesting that an Idea be created/linked. That way you can keep tabs on if/when the idea is accepted and worked on.
Looks like there are multiple "Ideas" closed with no intention to implement.
https://portal.sugarondemand.com/index.php#supp_Bugs/8b70013f-0dcc-0ea3-3ce8-50a1584e39e7
https://portal.sugarondemand.com/index.php#supp_Bugs/8b93a451-7426-8ffb-bc15-4fe0f4078afe
https://portal.sugarondemand.com/index.php#supp_Bugs/7e566f13-9918-7b51-b6a6-43e18799553b
Yes, unfortunatelly there are multiple ideas closed that way ; this is why, at any developper hours, I suggested that advanced partners / customers should be more involved in the roadmap to also include basic features to any releases, features that are relevant for many of us (and I am sure that there are many customers that will never fill in a case so the priority will never grow).
Apparently if there are sufficient people filing Cases related to an Idea that they have no plan to implement they will revisit that plan.