2020-4Q: [CRM] Automatic Post Date in the Future

A new feature has been developed to assist with automatically setting a customer to "Post" at a date in the future.

To make use of this feature:

1. Under Modify WISP

Scroll down to “Customer Default Post Date Offset Days and set the number of days that you would like the automatic “Post” date to be.

Fig 1: Automatic Future Post Date

An example would be entering “30” into this setting. The customer status would then automatically be changed to “Post” from today plus 30 days when editing the Status under the customer account. This is still manually editable to whatever date you would like.

Fig 2: Edit Status Under Customer Account – Automatic date in future

Published Date: 18-December-2020

Engineer: PD

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.