Web Client - recurring activities creation

Question

Hi,
    I'm enquiring is it possible to create recurring activities in the CRM 2007 Web Client  i.e the setting up of a recurring customer visit that is on a repeat schedule.
If this possible, how can this be done.
Thanks in advance,
Dan

Answer 1

This is taken from SAP knowleagebase...
Configure Repetitive Tasks
In CRM Activity Management, you can create repetitive tasks, which are actions that a user executes in a defined period of time on a regular basis. This could be used for example, if a user needs to make a weekly report for an activity that is meant to run over a long period of time.
Note: The default repetitive task RECU is part of the standard delivery. However, you can configure your own repetitive task if you do not want to use the default task provided. Also part of the standard delivery are the action profile CREATE_RECURRENCE, the action definition DO_RECURRENCE, and the date profile RECU_DTPROFL.
Requirements
A repetitive task must have the following date fields:
Start Task Date
Recurrence, determining the frequency at which a task is to be created
Recurrence Rule, calculating when the next task is to be created
Next Recurrence
Recurrence End
Completion Date
Activities
1. Create a date profile. Choose Customer Relationship Management -> Basic Functions -> Date Management -> Define Date Profiles.
a) Create valid reference objects for the date profile, as well as date rules, date types and durations.
2. Create an action profile to determine the action the system will perform when the task is executed. Choose Customer Relationship Management -> Basic Functions -> Actions -> Actions in Transactions -> Change Actions and Conditions -> Define Action Profiles and Actions.
a) Create and define an action for repetitive tasks. Use the date profile that you just created and set the context class.
b) Maintain the action definition and processing type of the action definition.
3. Define the conditions under which the action will be executed. Choose Customer Relationship Management -> Basic Functions -> Actions -> Actions in Transactions -> Change Actions and Conditions -> Define Conditions.
a) Display the actions for the repetitive task and set the Start Conditions. Make sure the business object is referred to. The action should be scheduled if the task status is set to Completed and if the next recurrence is before the Recurrence End Date.
4. Set a call back using the function module CRM_CMG_SET_COMPLETION_DATE for the event AFTER_CHANGE and the object STATUS = Completed. (This function module relies on date type COMPLETION. The call back assigns the current date to the completion date field when the task is completed. It is required to make the completion date independent from the task action.)
5. Define a transaction type. Choose Customer Relationship Management -> Transactions -> Basic Settings -> Define Transaction Types.
a) You can copy the one in the standard delivery (RECU), and then in the Date Profile field assign the date profile created in step 1 and in the Action Profile field assign the profile created in step 2.