OroCRM Forums

Covering OroCRM topics, including community updates and company announcements.

Forums › Forums › OroCRM › OroCRM – How do I? Questions › Renewable contract

This topic contains 3 replies, has 2 voices, and was last updated by  Artem Liubeznyi 8 years, 2 months ago.

Starting from March 1, 2020 the forum has been switched to the read-only mode. Please head to StackOverflow for support.

  • Creator
    Topic
  • April 21, 2015 at 9:19 pm #28403

    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

  • Creator
    Topic
Viewing 3 replies - 1 through 3 (of 3 total)
  • Author
    Replies
  • May 26, 2015 at 9:34 am #28404

    Artem Liubeznyi
    Spectator

    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.

    January 23, 2016 at 8:26 pm #28405

    dwijadas
    Participant

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

    Thank you.

    January 25, 2016 at 8:43 am #28406

    Artem Liubeznyi
    Spectator

    You might find our Processes documentation useful for the start.

  • Author
    Replies
Viewing 3 replies - 1 through 3 (of 3 total)

The forum ‘OroCRM – How do I? Questions’ is closed to new topics and replies.

Back to top