Recurring Activities Options
When it comes to recurring activity options, it would be very helpful to have the added option of "Business Day" so that you could choose the 1st Business Day each month or the Last Business Day of each month, for example.
26
votes
Carlton Whitman
shared this idea
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Jill Curran commented
We need to be able to restrict recurring activities to business days just as you can do for a workflow so that reminders aren't popping up on non-work days. I also need a lot more control over scheduling for trading related activities. For example, money is generally scheduled to come in/out on the 1st or 15th of the month. For withdrawals, I need to trade 2 days before then for settlement to occur on time. So, I need to be able to schedule a recurring monthly activity for 2 business days before the end of the month.