Update Repeat Options for Recurring Activities
Standard repeat options are missing.
For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.
For REPEATS YEARLY, you should have the same options.
These are standard recurring/repeating calendar options on most all other calendars out there.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Jessica Andrews Simmons commented
I just came here because I was trying to schedule something to reoccur on the 1st of each month and was very surprised to see that wasn't an option.
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Jill Curran commented
Being able to specify whether activities should recur only on business days is critical to make this work for business activities
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Anonymous commented
I would like to see a repeats yearly on 4th (weekday) of (month), for example: Repeats yearly on 4th Tuesday of January.
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Carin commented
I agree! I used to be able to have Client Reviews repeat on the first day of a month, regardless of the actual day of the month of the first meeting. In other words, we had a client meeting on March 24; I want to have it repeat every 3 months, on the first day of the month but it's forcing me to choose either the fourth Tuesday of the month or the 24th of the month. We always put future reviews on the first day of whatever month they are to be scheduled so they all show in the same place. I don't know why you took this feature away. Please put it back!!!
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Anonymous commented
I agree! And am posting a similar request.
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Anonymous commented
Also first business day of the month.