Procedures

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Create a Recurring Service Call

1. Open the Product record for which the Recurring Call is to be created
2. Go to Product > Recurring tab, then click the Recurring Calls grid Add icon
3. In the new Recurring Dispatch record:
   • Notice a number of field attributes are inherited from the Product
   • Fill out the rest of the Recurring Call details
4. Click the Save icon.  The system will automatically create Calls on the recurring Frequency specified, assuming automation configuration is set up

For detailed information including Auto-Dispatching, Frequency setup and Recurring Dispatch Call Schedule Setup, see Recurring Dispatch Calls