No. 642. November 25, 2022
ebroker: External insurance expiration notice
ebroker, allows you to monitor the external insurance maturities of your candidates and/or clients on a daily basis by sending an internal communication in the form of an email.
This monitoring is automated with the creation of a alarm. To do this, before creating the notice, the template must be created, marking the option grouped and selecting the fields of the table that must appear in the email.
When creating the alarm in the module Interactions, the means of communication must be email and ordinary priority. Select the previously created template and set it to repeat daily. In section Notify, choose the option configured, after that you can specify the email account that you want to receive the notices, being able to even put more accounts in copy.
In section Module, Select Candidates: Clients, depending on the type of customer you want to track. To keep track of both, it would be necessary to create two alarms.
In the search catalog, you must use the following filter:
- expiration. (on the tab Profile): @ DD60D @, in other words, Within 60 days. The number of days can be whatever you want.
You just have to go to ...
Main> Interactions> Communications> Alarms
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