Use the Recurrence tab to flag an activity as a recurring event, and to specify the frequency and duration of the activity recurrence. You can set up activities that are scheduled to occur on a daily, weekly, monthly, or yearly basis.
When you set up a recurring activity, the information that you enter on the Detail, Attendees, and Contacts tabs remains the same for each occurrence of the activity. This saves you time and ensures that the activity information remains the same for each scheduled occurrence of the activity. If you make any changes to the activity, those changes are effective for each occurrence of the activity.
| Field | Description |
|---|
| Recurring activity
|
Select this option to set up a recurring activity. When you select this option,
Vision enables the fields and options on the Recurrence tab. Use these fields and options to set the frequency and duration of the recurring activity.
The information you enter on the Detail, Attendees, and Contacts tabs remains the same for each occurrence of the activity.
|
| Recurrence type
|
Use the drop-down list in this field to select the frequency at which the activity will occur, such as Daily or Weekly. The option that you select in this field determines the fields that display in the Pattern section on the Recurrence tab.
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| Pattern
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Use the fields in this section to enter additional information about the frequency at which the activity will occur. The fields that display in this section depend on the option you select in the
Recurrence type field.
If you select
Daily in the
Recurrence type field, the following fields display in the Pattern section:
-
Every ... day(s) — Select this option, and then enter a number in the box, if the activity occurs every few days (that is every 3 days, 30 days, and so on).
-
Every weekday — Select this option if the activity occurs every weekday (that is Monday through Friday).
If you select
Weekly in the
Recurrence type field, the following fields display in the Pattern section:
-
Recurs every ... week(s) on — Enter a number in this field to indicate how often the weekly activity occurs (that is,
1 for every week,
2 for every other week, and so on).
-
Sunday,
Monday,
Tuesday,
Wednesday,
Thursday,
Friday,
Saturday — Select the day of the week on which the activity occurs.
If you select
Monthly in the
Recurrence type field, the following field displays in the Pattern section:
-
Day ... of every ... month(s) — In the first field, enter the day of the month on which the activity occurs (this must be a numeric value, such as 5, 15, 30 and so on). In the second field, enter the monthly frequency at which the activity occurs (that is
1 for every month,
2 for every other month, and so on).
If you select
Yearly in the
Recurrence type field, the following field displays in the Pattern section:
-
Every ... ... In the first field, use the drop-down list to select the month during which the activity occurs each year. In the second field, enter the day of the month on which the activity occurs each year.
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| Recurrence End
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Use the options and fields in this section to select a duration for the recurring activity. Your options are:
-
No end date — Select this option to schedule the activity recurrence indefinitely into the future.
-
End by — Select this option to specify a date after which the activity will no longer be scheduled to occur. Enter the end date in the blank field (MM/DD/ YY), or click
 and select the date.
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