Can I notify my customers on expiry of their contract??

Can I notify my customers on expiry of their contract??

No.Currently you cannot notify an expiring contract to your customers. However, you can notify your support agents or your Contracts Team so that they can follow-up with your customers.

To configure contract expiry notification to your support reps while adding a contract, follow the steps given below:

1.    Click an Account to open account information view. 
 
2.    On the right hand pane, click
Add SLA for this account.  
3.    In the Expiry Notification area,          
  • Select the Support Rep to be notified.        
  • Also set when the support agent needs to be notified.
4.    Click Save
    • Related Articles

    • Can I notify customers when their request is updated with a status?

      Yes, you can notify customers when their requests are updated with a particular status. To achieve this, you can setup Workflow Rules and Alerts. Goto Setup >Automation>Workflow Create a New Rule for the request module Choose an Action to trigger ...
    • Following your Zoho Desk Customers

      Your customer service is one of the most important factors in determining your customer's satisfaction. Ensure that your customers are treated the best by following them in Zoho Desk. You can follow customers who are irate, HNW clients or who are ...
    • Adding Customers to Web Portal

      Regardless of the channel that your customers use to submit tickets, they can track the status of their tickets only when have access to your company's self serving web portal. There are two ways, for your customers to access your web portal: ...
    • Calling Customers Using Zoho PhoneBridge

      A major part of an agent's day is spent on managing outbound and inbound support calls. What helps them in making these calls is a good phone system and ease of access to the essential details before the call. The Zoho PhoneBridge feature connects ...
    • How do I notify my Support Agent when a request is assigned?

      To notify Support Agent when a request is assigned, Goto Setup > Notification Settings > Notification rules >and select the options as required. For more, refer Notification Rules.