Contact Renewal Types
PERMISSION: Administrators, Owners and Users with the appropriate permissions can have access to manage Contact Renewal Types. Read more about setting Permissions here.
Contact Renewal Types should be setup for the various events or activities that must be completed for a Contact by a certain date. Common Contact Renewal Types are license expiration and certification expirations. Contact Renewal Types are be selected when creating Contact Renewal Reminders in Fleetio.
Fleetio does come pre-populated with common Contact Renewal Types, however you can edit, delete, or add your own at any time.
Contact Renewal Types can be managed from the Settings area:
Click + Add Contact Renewal Type at the top right to add a new renewal type, or edit/delete a Contact Renewal Type from the Actions menu.