Hi All,

I have a simple DB with contacts and insurance contracts that have an ending date.

What I would like to do is to trigger a search that will look at the ending dates and give me an alert for the latter minus 30 days.

Example: John Hardy's Contract ends on January 15th 2011.

I would like to have it appear as a result of my search so I can send him his new contract.

That's the general idea.

A simple and clear script would be nice.

Could somebody help please.

Thanks

I can't offer you a script, because I'd need your file!

However, all you need in your insurance contracts table is a flag field unstored calc that equals 1 if the contract ending date -30 is equal to or less than today.*

Then, simply find all records where the flag = 1. You can then, gtrr insurance contracts to contacts and do whatever.

*You'll also need a field that indicates whether or not the contract was "renewed," and include in the flag calc that Date_Renewed is empty. Otherwise, all expired contracts will continue to evaluate as needing renewal.

Edited November 9, 201015 yr by Guest

Why not do the find directly in the (stored) ending date field?

Of course he could do that! Over-engineered a bit, huh? (Remember to also include where Date_Renewed is empty)

Edited November 9, 201015 yr by Guest