I wonder if it would be useful to be able to set up recurring appointments within CRM. A few thoughts I have on this:
- It would be useful if you want to set up a recurring appointment to visit a customer on the Xth day of each month or however that works out.
- It may also be useful for Personal Appointments, so if somebody wants to have a certain thing on their agenda at a specific time every day or week, they can add it once and set it to recurring.
- I’m not sure how I would have the description/notes field work. Whether it would be a continuous, rolling field. Or if it would become a new, blank field with each instance of the recurrence.