topic Re: Due date for Certificates in CRM

Due date for Certificates

HFles — Mon, 19 Jun 2023 09:05:51 GMT

I would like a solution where a contact has completed a Train the Trainer course. The certificate is valid for 1 year at the time. They need to redo a limited course to renew every year. It is easy to implement a property, but can the property include a due date with alerts?

Re: Due date for Certificates

karstenkoehler — Mon, 19 Jun 2023 09:07:48 GMT

Hi @HFles,

Yes, if you have a date property, you can create a date-based contact workflow that recurs annually, see here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact-based-workflows#set-the-workflow-to-recur-annually-optional

Best regards!