Date Notifications

When you create a contract, you can specify that you want notifications sent out on certain dates, such as when a lease expires. The Date Notifications panel lists these date notifications, along with the following information:

Name: The name of date notification, which consists of the contract name and date field. Click the name to display the date notification’s details
Field: The name of the date field for which the notification was created.
Status: The status of the notification: Pending, In-progress, Completed, or Disabled.
Sent: The number of notifications that have been successfully sent.
Failures: The number of failed attempts to send the notification.
Last: Date that the most recent notification was sent.
Next: Date that the next notification is sent.

Task	Steps	Additional Details
Filter the Date Notifications list	In the Search panel, enter the criteria to use for the filter. A notification must match all criteria to be displayed. Name: Specify the text that the notification name (or folder name) must include. This is a partial match field that is case-insensitive. If the text you enter is included in any part of a name, the notification matches the criteria. Type: Select whether you want to match folders, date notifications, or both. Status: Select a status to match, or select Any to match any status. Include Subfolders: Select this option to search the current folder and its subfolders. Click Search to apply the search criteria and filter the list.
Create a folder	Click New. Specify a folder name. Click OK.
Move a notification	Select a notification. Click Move. Specify a new path. Click OK.
Delete a folder or notification	Select a folder or notification. Click Delete. Click OK.	Deleting a folder deletes the notifications in the folder.
Set default notification settings	Click Action > Default Date Notification Settings. Fill in the fields. Click OK.	This configures the date notification settings. This must be done before you can select Date Notification in the contract attributes.