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Categories CRM App
Created by Guest
Created on Sep 6, 2023

Ability to set a 'decommissioned' date automatically on an equipment item

When equipment items are imported from Unleashed, their commissioned date is set in the CRM. If these equipment items have an expiry being able to automatically set a decommissioned date would allow for useful reporting.

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  • Guest
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    Sep 6, 2023

    This is for anual payment against a product for subscriptions and extended warrenty's to save a manual input of the sales date plus a fixed term such as 12months. Then these can be reported on to identify and send out a quote in advance of the expiry

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