Users can set rules and defaults for managing Agent Contracts, including automated reminders when contracts are about to expire.
View Agent Contracts Settings
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From the Utilities Menu, go to Settings > Agents.
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Go to Agent Contracts Settings section.
Available Agent Contracts Settings
Agent Contract Reminders
Before You Start
Make sure you understand how Agent Contract Reminders work.
Set up Agent Contract Reminder
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Enable the option Owner Expiration Reminders for Expiring Agent Contract.
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Set the number of days before expiry when a reminder should be sent for the agent contract.
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Click on Update button to apply the change.
Changes to the reminder will take effect for the next reminder process.
Deactivate an Agent Contract Reminder
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In the Agent Contracts section, turn off the option, Owner Expiration Reminders for Expiring Agent Contract.
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Click on Update button to apply the change.