Setup a contract expiration notification

You can set up multiple users at different set frequencies to receive an email notification when a contract is about to expire.

1. Locate the contract record.

2. Click the spyglass under the N column.

Open

3. Click the New button.

Open

4. Define the notification form:

   1. Select the number of months before the contract’s end date when you’d like to be notified.

   2. Select the value Active for the Status

   3. Select the user who should receive the email notification.

5. Click Save to apply your changes.

5. Repeat steps 3 through 5 to add multiple users to the notification.

How to remove a user from the notification schedule

1. Locate the contract record.

2. Click the spyglass under the N column.

3. Click the pencil icon under the Edit column for the user who no longer should receive the email notifications.

4. Update the Status to Inactive.

5. Click Save to apply changes.