I am sending Contracts to Customers to sign.
If they don't sign within 3 days, I want to remind them every 3 days until 15 days have passed, at which point I want to email them to tell them the Contract has expired.
How can I set this up?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kirjanpito
- Varastointi
- PoS
- Project
- MRP
Tämä kysymys on merkitty
1
Vastaa
4680
Näkymät
This might work well:
Create an Automated Action that uses a timed condition based on the creation date of the Signature Request:
The Email Template (1) is what will be sent to the Customer.
You would setup one Automated Action for each interval - 3, 6, 9, 12 days - and then one final Automated Action for the 15 day interval - that one telling the Customer that the Contract would not be continued.
Nautitko keskustelusta? Älä vain lue, vaan osallistu!
Luo tili jo tänään nauttiaksesi yksinoikeusominaisuuksista ja osallistuaksesi mahtavaan yhteisöömme!
Rekisteröidy| Aiheeseen liittyviä artikkeleita | Vastaukset | Näkymät | Toimenpide | |
|---|---|---|---|---|
|
0
helmik. 25
|
1247 | ||
|
1
huhtik. 25
|
4168 | ||
|
2
toukok. 16
|
10768 | ||
|
2
heinäk. 25
|
6138 | ||
|
0
marrask. 24
|
1410 |
