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ID113 Service Contract Terminations Overview & Sample

Keeping track of terminated contracts can be helpful for service, admin and sales. This alert is to notify the appropriate person(s) of the contract equipment terminated today.

This alert considers termination date of the contract and also fires on individual equipment if removed from the contract with a Termination Code. On both levels the logic only considers a date 90 days ago or more recent - if you terminate a contract or equipment effective 120 days ago the alert will not fire. Each equipment will only be reported once.

Sample:

 

Variables:

VariableW = ContractType ends with character(s) to ignore (can be however many characters of the end of the Contract Type you want to exclude), leave blank for ALL

VariableX = use 'Contract' or 'Customer' for sales rep assignment/source

 

See link for Best Practices for Terminating Contracts: 

https://support.ceojuice.com/hc/en-us/articles/205123400-Best-Practices-for-Terminating-Contracts

We can only tell how your base is growing or shrinking if you use a termination code that tells us whether it was an upgrade or lost to competition.

See link for Termination Codes on Contracts:

https://support.ceojuice.com/hc/en-us/articles/205123410-Termination-Codes-on-Contracts

 

 

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