I am exploring the use of EspoCRM, but I currently have no experience with it outside the online demo. I walked through the documentation and I am hoping to get developer feedback on automating recurring tasks. Feedback on can I do this and in general how you would implement it with EspoCRM.
My situation is; we have accounts and we provide 5 optional services to accounts that are recurring either monthly, quarterly, semi-annual or annual. For each service, I would need a custom field for recurring schedule (cron pattern or frequency and day of month) and user to assign task to. The schedule determines the due date, and we want to automatically create a new task 10 days prior to due date.
I am an experienced PHP developer.
My situation is; we have accounts and we provide 5 optional services to accounts that are recurring either monthly, quarterly, semi-annual or annual. For each service, I would need a custom field for recurring schedule (cron pattern or frequency and day of month) and user to assign task to. The schedule determines the due date, and we want to automatically create a new task 10 days prior to due date.
I am an experienced PHP developer.
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