Can someone tell me if this is possible in sysaid:
I store details of annual contracts in Relationship mapper, each has a start date, I'd like to have a date field auto calculated for renewal date, start date + 365 days, as I can then get the reminder facility to alert me 7 days before.
Joined: 17/04/2008
Messages: 293
Location: Israel
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Hey sthomas,
What you can do is to add a new CustDate1 field (using the blue cog-wheel icon). Add a date lets say a year from today and apply.
Then, go to Preferences > Reminders, choose Relation Mapper Item : item CustDate1.
You can trigger this to send an alert notification x days before the due date that you configured.
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