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How to set a job as recurring

If you have a job that occurs regularly, Legrand CRM enables you to set the Job as ‘recurring’. You only need to set up a recurring job once which will save you time and increase work productivity. Recurring jobs can only be set when you create a new job. 

In the Jobs module, click on ADD to add a new job. In the ‘Add New Job’ window, click on the checkbox ‘Is Recurring Job’ and set the recurrence schedule. You can select the start date and end date for the job. In addition, you can set the Job recurrence by Days, Weekly, Fortnightly, Monthly or Yearly. After you fill in the rest of the form click ‘Save’.  

You can identify recurring jobs with the green arrow icon as shown.

Updated on 12 June 2024
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