Creating tasks based on recurring credit card expiration

kkosak

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Join Date: Mar 2017

Posts: 34
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Creating tasks based on recurring credit card expiration

06-19-2017, 03:59 PM

We're looking to create a workflow task that notifies a team member 30 days ahead of expiration, but have been unable to determine a concrete way to do this within the task and rule limitations. Do you have any recommendations on the best way to set this up?
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CnP.Support.AM

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Join Date: Nov 2015

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06-22-2017, 05:37 AM

Good day @kkosak

The correct place for the above question is in POU where you may get better recommendations.

Regards,
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