Contract reminders?

[anolecomputer]

I offer a "regular" maintenance service and what I'd like to be able to do more efficiently is manage setting up the appointments without having to check a spreadsheet to see who I need to call to schedule in the coming month. Say for example that I have a Semiannual maintenance contract with customer XXX. The contract began on 8/1/2011 and the first visit was scheduled at that time. But I need to schedule another visit in the 2/1/2012 time frame. The problem is I don't want to schedule it six months in advance. My demographic includes a lot of seasonal residents that don't know exact dates on when they will be coming and going, which makes scheduling 6 months out problematic. What would be nice is to be able to set a reminder, say a month in advance of when the service would be performed, that customer XXX needs to have an appointment scheduled. I know I could set it on the calendar but that isn't really any more efficient than the spreadsheet I'm currently using.

Any suggestions on how to deal with this more efficiently usingCommitCRM?

[Support Team]

Re: Contract reminders?

anolecomputer,

Using the Pending tab of the Contract you can add Tasks, such as "I one month a service would be performed for customer XXX. We need to schedule an appointment scheduled"

Also, for each Task you can set up two popup reminders.

Hope this helps.
Dina

[anolecomputer]

Re: Contract reminders?

That might do the trick. Thanks!