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This topic contains 3 replies, has 2 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 1 year, 7 months ago.

  • Creator
    Topic
  • #9477

    dwijadas
    Participant

    Hi,

    My client sells financial service to their customer which is yearly renewable. How can I get this implemented/tracked within ORO CRM ?

    1. An alert for expiring service contract.
    2. Customer receive emails for the same
    3. ORO CRM shows some kind of dashboard.

    Thanks,
    Dwija

Viewing 3 replies - 1 through 3 (of 3 total)
  • Author
    Replies
  • #10317
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi Dwijadas,

    To support this case you can write a process that will check expiration dates of service contracts on a, let’s say, daily basis, and send alerts to both CRM users and customers based on pre-defined templates.

    You may also write a custom dashboard widgets that will display necessary information on expiring contracts. Please take one of our existing widgets as an example.

    Thank you.

    #16145

    dwijadas
    Participant

    I didnt see your reply before. Seems like need to learn about this feature.

    Thank you.

    #16152
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    You might find our Processes documentation useful for the start.

Viewing 3 replies - 1 through 3 (of 3 total)

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