Recurrence Product / Membership

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Recurrence Product / Membership

  • For a membership / recurrence to expiry, the system needs to record the start and end date of the membership/product.
  • Create an item, for example “1 year membership”.
  • Go to “recurrence” link in recurrence list or contact list, select the item, and select the start and end date.
  • Each recurrence or contact can select multiple products with multiple start and end date.
  • The start and end date list can be found at recurrence list.
A recurrence item has start date and end date. Some of the recurrence items are:

icrm-recurrence-insurance-product-expiring

Insurance Product Expiring

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Service Contract Expiring

icrm-recurrence-membership-expiring

Membership Expiring

icrm-recurrence-machine-calibration

Machine Calibration

Simple Steps

1. Create item as usual, set a price.

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2. Pick the contact that will attach recurrence.
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3. Choose the item accordingly, and setup start and end date.
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4. He bought two items with different end date.
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5. Filter recurrence expiry within 40 days from contact list.
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6. Recurrence list sort by end date.
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7. He re-new another 10 days for same item.
8. Set delete permission to delete the transaction.

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