Automation in ERPCA is one of the most important feature. Compliances which occur monthly and periodically can be termed as recurring task.Once the workcatecory is defined as recurring by mentioning the due the date the task gets created automatically.
Tagging the clients with the recurring workcategory will create tasks accordingly before the due date.
This video will help you to understand the process of tagging one or more recurring services with your customer through customer matrix.
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Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc.
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The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.