I want to to view the contracts that expire between two given dates or else I need to view the list of contracts that expire between an interval of 30-31 days.How can this be done?The requirement is the admin should be able to view the list of contracts that expire in the coming month and so that he can prepare the renewal list.Is there any other idea to accomplish this requirement?
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Hi;
If you want to track "Customer Contract expiry Date" , there is a better solution than using "Filter".
You should use "Super Calendar".
The steps to create and configure "Customer Contract Expiry" calendar is as follow:
After installing super_calendar module.
1- open the Menu Super Calendar ---> Configuration ---> configurator , choose create, give a name to your calendar and then click "Add an item"
2- In Open: Lines view : choose, Analytic Account for Model, field for Description Type, Reference (or Full Name or Account Name) for Description Field, give a Description (like Contract Expiration Date ), Expiration Date for Start date field, and last click on Save (to save Open:lines), and save again (to save the calendar).
3- Last thing to do: click on Generate Calendar
Now, you can go to Super calendar and see what's new.
To try if it works, change the expiry date of any Contract to a date closer to today (eg. Today + 7 or 10). Next time i will try to show you how to Automatically Generate and send an email Alert Notification (for example 1 week before the expiration date).
Thank you so much for the immense support.It worked well.The calendar is showing the expiration dates perfectly.Now I want to automatically generate and send an email alert Notification for the contracts which are going to expire 1 month(30 or 31 days) before the expiration date.
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Yes it can be done, but which contract HR Employee Contract or Customer Contract?
I need to deploy this filteration in customer contracts under Sales/Sales/Contracts