In the area Actions, you can schedule e-mails, messages and DB procedure calls with regard to the contract.
The action is released when the formula value corresponds to the current date. The software processes one of the following actions if the required information has been entered:
- Send e-mail (recipients, subject, message)
- Send message (recipients, subject, message, priority)
- DB procedure call (text for the procedure call)
A formula or license time formula is a formula, which can calculate the beginn/end of a license or window.
Various buttons open the formula editor; this editor enables you to create a new formula or select an existing formula. The formula value is then calculated automatically according to the selected formula.
In the column Fixed date, you can enter a certain date, for example for the follow-up.