Q: How is the Renewal Date Determined?
A: The Renewal Template will generate a Renewal Date based on the Renewal Item with the earliest End Date. The Renewal Item closest in the future will determine the Renewal Date for the Renewal Record
Q: I have made changes to my Renewal Template, how do I resync?
A: If changes are made to the Renewal Template after Renewal Records and Renewal Estimates are generated, use the ‘Sync Renewal Items’ button on the Renewal Record to refresh the changes.
- Once synced, create a new Renewal Estimate before ‘Converting the Renewal.’ If a new Renewal Estimate is not created, changes to the Renewal Template will not be applied during conversion