In vendor settings, renewal notifications - we would like to be able to customize when reminders are sent and who they are sent to by vendor. Currently, it looks like we are only able to do this to apply to all vendors and not customize per vendor. Is this something that is coming? We have several vendors that we need notifications further in advance than others, and we need to notify different people depending on the vendor.
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Hi Jessica, TK here from the product team. Thanks for this question.
You can customize renewal notifications in two places today:
- In Vendors > Settings > Renewal notifications (this is the global renewal notifications)
- You can also set renewal notifications per contract on the vendor (even more granular control than at the vendor level).
If you go to a document labeled as a contract, you can toggle on “custom renewal reminders” here which will allow you to set different dates and notifiers.
I hope that helps and let me know if you have any questions!
Thanks,
TK
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Thank you, TK! I tried to click on the contracts yesterday, but it was giving me an error. I tried again this morning, and it now pops up. I guess I should have waited to post this but wasn’t sure if we had this ability. Appreciate your quick response. Thank you!