How do I set up monthly calendar reminders?

Question

If I want to set up a calendar reminder to call a specific donor once a month, how do I do that?

Answer 1

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.

 

Answer 2

Add a to-do record, and set repeat to Monthly.