I’ve inherited a report that generates a form letter to remind clients that their subscription for a certain product will expire in X months. They get a letter every month for the three months prior to the expiration date. Clients can then either:
1. Not renew
2. Renew for 1 year
3. Renew for 2 years
4. Renew for 3 years
The problem I’m having is that the product codes for each renewal level is different.
One-year subscription Product Code is 9901
Two-year subscription Product Code is 9902
Three-year subscription Product Code is 9903
So, when a client renews their original one-year subscription (9901) after the first letter - to a two-year subscription (9902) - they still get a letter for the next two months reminding them that their original subscription (9901) is about to expire. I’ve been tasked to make sure this no longer happens.
I’ve tried using the Maximum() function on the subscription Expiration Date, but have not been successful.
Any/all help would be greatly appreciated!!!
Thanks,
Tom
1. Not renew
2. Renew for 1 year
3. Renew for 2 years
4. Renew for 3 years
The problem I’m having is that the product codes for each renewal level is different.
One-year subscription Product Code is 9901
Two-year subscription Product Code is 9902
Three-year subscription Product Code is 9903
So, when a client renews their original one-year subscription (9901) after the first letter - to a two-year subscription (9902) - they still get a letter for the next two months reminding them that their original subscription (9901) is about to expire. I’ve been tasked to make sure this no longer happens.
I’ve tried using the Maximum() function on the subscription Expiration Date, but have not been successful.
Any/all help would be greatly appreciated!!!
Thanks,
Tom