Demo unit loan

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  • rampo
    Junior Member
    • Feb 2023
    • 7

    #1

    Demo unit loan

    Hi,

    what's the most efficient way to implement demo unit loan process? I mean create a set of products that I need to allocate to an account for a certain period, create a task to reminded the return and get the history of where and when the unit was loaned.
    Any tip?

    Thanks
  • victor
    Active Community Member
    • Aug 2022
    • 1007

    #2
    As one of the options, create an entity with Event type, each record of which is tied to the desired Account and/or Product. In the entity with Event type, dateStart and dateEnd will be automatically created, and everything can be tracked in Calendar, in Stream, have built-in Reminders functionality and additionally configure Notifications.

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