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Posted

Is it possible to have a cron that send out each month, the summary of an account so the client can see in advance which services he's having and which renewal is coming.

 

If not possible in the core directly, Cody, you can add this to our quote ;)

Posted

I want to send a full services list each month, as a reminder of all the services and renewal they have.

 

The emails about "hey, pay for these services for the next term" only sends out the list of services that will expires in the current month ?

Posted

I want to send a full services list each month, as a reminder of all the services and renewal they have.

 

The emails about "hey, pay for these services for the next term" only sends out the list of services that will expires in the current month ?

I'm just not sure how this would be beneficial personally.  I mean, they can simply log in and see if anything.

 

What benefit would this provide to the end user that isn't already built in?

Posted

Because our clients are not the type to connect on the web interface and check.  

 

Most of them pay by check or come in person to pay.

 

That's why we need to send them a full review of their account often.

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