How do I set up monthly calendar reminders?

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asked Jun 29 in How To by MWeiss
If I want to set up a calendar reminder to call a specific donor once a month, how do I do that?

2 Answers

answered Jun 29 by YakovKantor
selected Jun 30 by YakovKantor
 
Best answer

Add a new To Do  under Accounts > Notes To Do List

 

Set the repeat to monthly and click update. You can put in an end date for when you want it to stop.

 

answered Jun 29 by Admin
Add a to-do record, and set repeat to Monthly.

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