EMail notifications for Contracts expiration
We are going to upload contracts in SM version 9.40 and need to configure email notifications as per below:
First alert- 4 months from expiry
Second alert- 3 months from expiry
Third alert- 2 months from expiry
Please suggest a solution for achieving the above.
Re: EMail notifications for Contracts expiration
just an idea:
After creating a new contract, you can create create three schedule records.
The schedule expiration time will be calculated based on the contract end date - <your-alert-definition>
Short example to calculate the expiration date:
var expiration = new Date(); expiration.setMonth(expiration.getMonth()-4);
My preferred solution is to call a JS script via the scheduler which generates the evenout record (via the notification engine).