This object is in archive!
Overview Cleanup
Under Consideration
When a customer has failed to complete the signature of the rental agreement well passed the event date, what is the best way to remove this outstanding requirement from the list? If we sign the agreement on our end, the customer receives an alert that the contract has been signed and this often prompts a call to us. Maybe that is not so bad, however, is there another alternative to remove the DUE from an outstanding account other than just signing it ourselves?
I like this idea
This is not a bad feature idea, but I'll give you some tips in the meantime:
Rather than signing the contract, put in a "contract received" date instead (above where you manually enter payments). This tells the software a contract was manually recieved and not to worry about an electronic signiture. In order to prevent the email, go to the "auto emails" tab of the lead and check the box to prevent it from going out on that lead.
This is not a bad feature idea, but I'll give you some tips in the meantime:
Rather than signing the contract, put in a "contract received" date instead (above where you manually enter payments). This tells the software a contract was manually recieved and not to worry about an electronic signiture. In order to prevent the email, go to the "auto emails" tab of the lead and check the box to prevent it from going out on that lead.
This is not a bad feature idea, but I'll give you some tips in the meantime:
Rather than signing the contract, put in a "contract received" date instead (above where you manually enter payments). This tells the software a contract was manually recieved and not to worry about an electronic signiture. In order to prevent the email, go to the "auto emails" tab of the lead and check the box to prevent it from going out on that lead.
This is not a bad feature idea, but I'll give you some tips in the meantime:
Rather than signing the contract, put in a "contract received" date instead (above where you manually enter payments). This tells the software a contract was manually recieved and not to worry about an electronic signiture. In order to prevent the email, go to the "auto emails" tab of the lead and check the box to prevent it from going out on that lead.
That works! Thanks.
That works! Thanks.
Replies have been locked on this page!