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Keep track on expiry date
#4
Two ways come to mind:

1.- Payments and workflows
- Create a Payment record with the due date and amount. This way you can report on past and future payments.
- Add a workflow to send you an email a few weeks prior to the due date
- Add a workflow to create a new payment when the current one is marked as paid

2.- Calendar
- simply create a recurring event and set notifications
Joe
TSolucio
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Messages In This Thread
Keep track on expiry date - dennisa - 05-11-2015, 10:20 PM
RE: Keep track on expiry date - joebordes - 05-11-2015, 11:21 PM
RE: Keep track on expiry date - dennisa - 05-12-2015, 12:00 AM
RE: Keep track on expiry date - joebordes - 05-16-2015, 09:53 AM

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