Set up automated emails to clients based on renew date

[david.mekkaoui]

Hi Sugar Experts,

Can Sugar CRM send automated emails to customers as they come up for renewal? For example I wish to set up a template email with the customer's name merged in and that email would be automatically sent out to each client as they reach his renewal date - 7 days.

If Sugar can do it, how can I set this up and what criteria's could I use to select the target group (ex. renewal date, assigned to, industry type, activities...)?

thanks,
David

[andopes]

Hi David

You can accomplish that through scheduled job. You need to:
1. create some php script anywhere on sugar, for example: custom/modules/Accounts/AlertRenew.php;
2. create a scheduled job on modules/Schedulers/_AddJobsHere.php;
3. create the scheduled task itself on Admin -> Schedulers.

Cheers