Are there any customers on contracts. or machines on contracts, that are about to expire before the contract end date

Add a contracts view variant to show contracts that have cards or machines about to expire on contracts before the contract end date

• • Most dealers do not put individual end dates on cards or machines on a contract. But you can do so.

  • If you use this feature, you should check when the contract is going to expire for cards or machines

Procedure

• • Select "Relationships" then "Contracts" from the navigation panel
    
    

• • Click on the "view Variants" button and save a new view variant called "Review contracts where the card or machine is about to expire"

• • The right click on the column heading and left click on "filter editor"

• • When you click on the visual tab, the result should look like the example below:

• • Then click ok to see the contracts that have expired
  • Use column chooser to add "workflow status" to your list view:
    • Contracts with an "Active" workflow status have not expired yet
    • Contracts with a "Completed" workflow status have expired