CRM System Malaysia

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
    Service Contract Expiring
    Membership Expiring
    Machine Calibration

    Simple Steps

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