Intelligentcontract allows you to set an alert date relative to a date field that’s on a contract or party record. For example, you can set a “renewal” alert against a contract and make that alert relative to the contract end date –  30 days before the contract end date.

 

When the alert is created (and when it is sent out in a notification) the system will display the alert dates and include the which field its relatively set against for your information. This article explains how these dates are displayed taking into account snoozed and recurring alerts.


You can create an Alert an 'pin' it to any date field on your form, this may be a date field displayed in the Term field or a Date field that is separate - this could be a Custom field

 

Relative Dates pinned to Term Dates

 

If you have created an Alert to trigger based upon relative date that is a Term date, for example "1 month after active start date" then the trigger date, the relative field and the original relative date is displayed:

 

01-April-2019 - [1 month after active start date (01-March-2019)]

 

If a relative alert has been snoozed then the reminder email will reflect as such, so if you snooze the above Alert for 3 days, the reminder Alert that you then receive will display as this:

 

04-April-2019 (snoozed) [1 month after active start date (01-March-2019)] - the trigger date has moved to 4th April as it has been snoozed.

 

Relative Dates that Recur

 

If relative Alert is a Recurring Alert then the text will reflect this so the dates make sense, the example below is set to trigger an Alert 1 month after the Active start date and the Recur every month after:

 

Initial trigger 1 month after start date:

01-April-19 [1 month after active start date (01-March-2019)]  

 

First Recur 2 months after start date:

01-May-19 (recurred) [1 month after active start date (01-March-2019)]  

 

If you snooze the above Recur:

04-May-2019 (snoozed)(recurred) [1 month after active start date (01-March-2019)]