New Activity Series design
Introducing the new concept for activity series (previous week pattern) - a way to easily submit recurring activities in TE Preferences and schedule them as a group in TE Core.
- Easily submit recurring activities in TE Preferences
- Enhanced flexibility between activity templates and manual entry of activities
- Support for activity padding in the activity templates
- Schedule recurring activities as a group using Activity Manager
The improved design in TE Preferences and the new method of grouping activities into series in Activity Manager, will be available to all customers as of October 2023. If you would like to learn more, please head over to one of the below knowledge base articles.
The old week pattern design will still be available in TE Preferences for forms currently using the design, but will eventually be removed by the end of the year.
Customer unique training
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