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Go to Master Record -> Category. Click on right top +Add New Category button. Enter category name as unique. Select label color for dashboard reminder. Setup email notification on expiring action like put 30 days Before Expire in Renewal status and notification timing set as Evening and then select Email template. System will send one renewal reminder before 30 days to customer automatically. Now Setup SMS Notification same as Mail.

Enter Template title which is useful on selection. Now enter mail subject. In Mail Template you can put your own texts/paragraphs. You can use Fields which is mention on above the mail template. Just copy and paste that [] to use fields.

Go to Master Record -> Mobile Template and then click on + Add New Mobile Template button on right top. Enter Template title which is useful in selection. Enter texts/paragraphs in SMS Template. Text limit is 120 character in one SMS. Also you can use fields from top. Set default template based on before/after expiry.

Custom Fields are used to customer renewal detail. Every industries/product has own specification and for that need custom fields in renewal like Name of Department, Billing Instruction, Extra Note etc. fields required for every product. Once you setup custom field you can use it on renewal. Also can filter by value. To add new custom field go to Master Record -> Custom Field and click on +Add New Custom Field on top right. Enter Field Name and then select Field Type. Field has three different type as Text, Number, Date. Text is used to input normal text value like department name, Billing Instruction etc. Number type used when value is in digit like Amount, Rate, discount etc. Date type used for date value like invoice date, billing date etc.

Product owner can manage own renewals which is assign to them. Also product owner will received Mail & SMS notifications if enable in Account Information.

Account Information On next step of new renewal you can manage attachment against that renewal. Attachment limit is 10MB per renewal. You can attached .jpg, .png, .pdf documents.

As mention in above custom field are used to more specification about product. Here you can view list of custom fields which is entered in Master Record. You can put values on custom field which is required for particular renewal.

Go to renewals from top menu. Here renewals list arrive based on selected filter. You can change filer using Sort By option on top right. Also you can arrange per page record by click on Row/Page. For renewal filter select Filter By field. When you select any field system will display related selection or textbox. Enter/select your value and then click on Search Button. You can also filter by multiple option which is appear to bellow of first field.

Click on Customize Table button on right top. Here list is Current Table view. You can move left-right using arrow. To add/remove field user field list right side +/- link. Also can add/remove custom field which is listed on bottom. After finalize table click on View Renewal button on right top.

Click on Export button on right top to export data in Excel sheet.

Act on Renewal is important tool for cover customer communication record. User can enter customer communication detail on Act on Renewal. System will store previous record for further communication.

Click on Renewal detail under Action column to Edit, Renew and detailed of product. In Popup you will find all the details about renewal. Also can assign Tags which is fetched from Master Record -> Tags. Here you can change value of Custom Field. Click on Edit/ Renew button for the process. Also can send mail of product description using Mail button.