Agencies automations

Agencies runs one task by itself: the reminder before an agency expires. Nothing else happens without someone clicking.

Expiry reminder

• When: once a day.
• What it does: it looks for the agencies whose Expiration Date falls within the number of days set in Reminder Before, and e-mails each of them the reminder of the Reminder Template.
• Who receives it: the principal and the agents of the agency, and its other principals when Multi Clients is on in the legal settings.
• How often for one agency: once for each expiration date. A renewed agency, with a new expiration date, is reminded again before that new date. An agency that has already expired is not reminded.
• If the server was stopped: a reminder missed on its day goes out at the next run, within a week.
• Where it shows: the e-mail is sent straight away; it does not appear in the agency's chatter.
• How to stop it: untick Reminder in the agencies settings, or leave Reminder Template empty.