Download BluWave Cyclical Calling User Guide

6. Viewing & Editing Activity Cycles from the Companies Tab
The Cycles Panel on the Companies page will list all cycles that exist for a customer and also will
show the next occurrence as well as the last occurrence IF IT IS OVERDUE.
You can click on the “overdue date” if there is one or the “next date” in order to edit or complete
that activity. You can click on the blue circle symbol to edit the recurrence pattern. You can also
delete a cycle from here.
7. Editing Activity Cycle Recurrence Pattern
At any given time, a user will be able to edit the recurrence of the activities or end the recurring
activities all together.
This can be done from the Cycle Planner – Right click on the respective activity and “Edit
Recurrence” as shown below.
Recurring activities can also be edited from the cycle’s panel on the company’s page or from the
“View Cycles” page.
Editing the recurrence will open the following form that will allow you to change how often the
activity recurs.
BluWave Crm Recurring Activities and Route Planning
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