GoProposal Ideas Portal

Add Renewal Date Required & Reminder

When creating a proposal allow a section for a renewal reminder, so we can update our service levels every 3 months. Rather than just the client year end which it currently on reminds on.

  • Kelly Graham
  • Aug 15 2022
  • We're Taking A Look At This
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  • Kelly Graham commented
    September 21, 2022 10:45

    Yes happy for them to be added to the weekly report. As the minute I have it disabled as it gives me false/no information, but if this was a feature of it then yes I would definitely use it.

  • Admin
    Danielle Fisher commented
    September 15, 2022 10:20

    Thanks for this Kelly. Would you be happy for these reminders to be included in the weekly report you can set up through GP?