Create a Recurring Meeting or Call

Create a Recurring Meeting or Call

Overview

Actions

 

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Meetings and Calls can be set as recurring events so that users do not have to create individual meeting or call records for regularly occurring events. Recurrences can be set up to occur daily, weekly, monthly, or yearly. When a recurring meeting or call is configured, individual meeting records are created in Sugar, so when viewing the Meetings or Calls list view, all recurrences will show.

Note:  Recurring meetings and calls must be created directly from the calendar. The standard quick create form and full edit view do not include the recurring functionality.

Actions

Follow the instructions below to set meetings and calls to recur.

To…

Then…

Set a Meeting or Call to Recur from the Calendar:

  1. Select Calendar.
  2. Click on the date of the Meeting or Call you wish to create or click on the scheduled meeting or call.

Click_Call_to_schedule_recurrence.png

Click the Recurrence tab on the calendar creation view.

Click_Recurrence_tab.png

Select the type of recurrence for the call or meeting; either daily, weekly, monthly, or yearly.

Select how often you would like the event to recur, and if it will end after a given amount of occurrences, or if it will end by a specific day.  Note:  If the recurrence is weekly, you will be presented with an option to decide which day or days of the week the recurrence should occur.

Recurrence_set_up.png

Edit a Recurring Call or Meeting:

  1. Select Calendar
  2. Click on one instance of the recurring event that you would like to update.
  3. Navigate to the Recurrence tab and click Edit All Recurrences.
  4. Change the recurrence cycle of the event, how often you would like it to repeat, and when you would like it to end.
  5. Once the necessary information is entered, click Save. If you would like an invitation email to go out to the invitees where they can accept or deny the call or meeting, click Save & Send Invites.

Delete a Single Recurring Call or Meeting:

  1. Select Calendar.
  2. Locate the recurring call or meeting you wish to edit and click on the cell to open the quick create form for that module.
  3. Click Delete at the bottom of the form, and then OK on the confirmation popup message.

Note:  Use this method to delete individual recurring calls or meetings. Deleting one record through this process will not remove the entire series.

Delete a Recurring Series:

  1. Click on one instance of the recurring event that you would like to update.
  2. Navigate to the Recurrence tab.
  3. Click Delete All Recurrences and then OK on the confirmation popup message.

Note:  Your ability to delete calls and meetings may be restricted by a role. Check with your system administrator if you do not see the Delete options.

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