Jan 16, 2022 8:59 PM
Our clients have fixed contract periods (which are all different for each client) when creating a line item for services we add the "Term" (Number of months service is for). We are hoping to create a notification when the the term is one month from finishing.
Does anyone know how we can create a workflow that is triggered off the "Term"
Jan 17, 2022 3:20 AM
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