Would be good to be able to set a date for reminders for contacts. We renew some sales contracts every three years so a reminder at say the 2 years and 10 months mark would prompt us to start contract renegotiations. No point putting in an endlessly repeating invoice if the terms are going to change after 3 years & the repeating invoice pops up too late on the send date rather than earlier when the terms should be renegotiated in a timely manner.
Wendy Fox
supported this idea
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Would be good to be able to set a date for reminders for contacts. We renew some sales contracts every three years so a reminder at say the 2 years and 10 months mark would prompt us to start contract renegotiations. No point putting in an endlessly repeating invoice if the terms are going to change after 3 years & the repeating invoice pops up too late on the send date rather than earlier when the terms should be renegotiated in a timely manner.