Can anyone tell me how to auto generate the PM call?(PMS Maintenance Visits) ?? And How to set auto generate pms ??? like service call https://scenterprise.sangamcrm.com/contract-automation
Whenever you create a contract, there’s a field called “Per Year Visits.” You need to select the number of visits according to the contract. Once you save the contract, the PMS tickets will be automatically generated. But please make sure that the contract automation configuration is turned on.