Hi,
New to the forum and the product!
We are currently reviewing CRM Online Pro and are stepping through each of our requirements. At every stop we've so far found a solution, but there is just one that we're not 100% clear on.
We have a number of subscription based products (magazines). Due to variability in production times (they are b2b not retail) we run the subscriptions based on issues/issues remaining and not expiry dates. This raises 2 questions.
- When a sales person makes a subscription sale as need to be able to enter a couple of 'custom' parameters against that sale. Primarily, the number of 'issues' purchased of that product.
- When each 'issue' is produced we want to run a process that a) outputs a file containing mailing details for all accounts/contacts that have a positive number of issues remaining of that given product and b) reduces the number of issues remaining of that product for each of the relevant accounts/contacts.
Does anyone have a view on how this could best be achieved?
Thanks in advance!