Creating a Date Property on a Company record is useless as you cannot trigger any workflows based on this date. There are multiple reasons for this. We track certain contract renewals on the company record. Quarterly/half yearly reviews and reminders to schedule etc etc.
If you can use a date filed as a trigger on a contact, why not a Company?
Hi @kropfy247 - Great question! I don’t know what challenge specifically you were having, but I tried answering with this video as part of our question of the day.
Let me know if this helps.
This is interesting. Our dates are future dates. I am battling to see how you would do this with your explanation.
Eg. the renwal is 01/06/2021. We need to be alerted 3 months before that time.
Here is how the setup would work:
The automation will trigger when it is 3 months from the renewal date.
So if the renewal is 1/06/2021 then the task will be created around October 6, 2020 in this case.
Im still battling to see how that is 90 dyas before a future date?