At a client we created some entities: BankAccount and BankOverdraft. The bank has two types of clients which are individuals(contacts in default CRM) and corporates(accounts in default CRM). The BankAccount belongs either to a corporate or individual. A BankOverdraft belongs to a BankAccount. I need to notify clients whenever their guarantee is 3 months from expiring.
I have a workflow which checks if its 3 months from overdraft expiry date but its not sending the email.
The relationship between an account and overdraft is 1:n and that of account and corporate/individual is n:1
The workflow is successfully checking the condition(3 months before expiry date) but its not sending the email.
Good is not good enough when best is expected !!!