How to create Date Reminders

Table of Contents

Values for Subject and Body Text: Date Reminders for Contract Diary and Insurances Notes Date Reminders Log
  1. Go to a Lease Contract Card you want to create a Date Reminder from and click on Lease Contract, then Date Reminders.

    Click +New and fill in the following fields:
  • Calculate Reminders From. Choose a date type from which the Reminders Date would be calculated.
  • Type Code. Create predefined Date Reminders Types so the following information would be filled in automatically: Reminder Date Interval, E-mails, Reminders Subject Text, Reminders Body Text and Salesperson Code.
  • Reminder Date Interval. Set a date interval when the Reminder has to be sent, calculating from the Calculate Reminder From date, e.g. if the value would be -1M, then this Reminder would be sent one month prior expiration date.
  • E-mails. Enter email addresses the Reminder has to be sent to.
  • Reminder Subject Text. Define the text that would be added to the subject while sending.
  • Reminder Body Text. Define the text that would be added to the email body while sending.
  • Salesperson and Contact. Choose the salesperson and customer contact if needed.
  • Locked. Mark this parameter if the Reminder shouldn’t be sent.
  • Main Info. Lease Contract number would come in automatically.
  • Date. The Value of Calculate Reminders From that comes in automatically.
  • Send Date. The exact date when the Reminder will be sent.
  • Reminder Sent. Would be filled in after the reminder is sent.

Values for Subject and Body Text:

These values could be used while creating Subject or Body Text and data would be inserted automatically:

%1 – Lease Contract No.
%2 – Calculate Reminders From date (e.g. Contract Valid Until).
%3 – (Customer) Contact Name.
%4 – Sales Person code.

 

Date Reminders for Contract Diary and Insurances

Date Reminders can also be created for individual lines in the Contract Diary and Insurances sections of a Lease Contract. Open the relevant section, select a line, and click the Date Reminders button.

The setup works the same way as for Lease Contract Date Reminders — fill in the same fields (Calculate Reminders From, Type Code, Reminder Date Interval, E-mails, Subject, Body Text, etc.).

Notes

The Date Reminders button is active only when the required identification fields for the line are filled in:

  • For Contract Diary: the button is inactive until the Date field is filled.
  • For Insurances: the button is inactive until the Policy No. field is filled. 
 
  1. To automate Date Reminders sending, set up a recurring Job Queue Entry. For more information, see the How to Manage Job Queues guide.

Date Reminders Log

To see all the Date Reminders go to Date Reminders from search.
To check on sent Reminders go to Date Reminder Log from search.