Essentially an elaboration on ID65, this alert will deliver a Crystal Report to your reps each month detailing leases due to expire with equipment detail and enough additional data (in theory) to give your reps a serious jump-start on the review and design of an upgrade/renewal plan. Note: this alert assumes the business practice of a contract expiring alongside the lease(s), at least at the moment.
Sample:
In order for this alert/report to populate it does require lease info be entered in Service Leases within eAuto. The minimum info needed is noted with red * in screen shot below to create a Service Lease Record:
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