CClasster Knowledge Base

Set CRM Fields for Next Action Date

App Settings › Financial Settings › Arrangements Parameters · Updated 2026-07-07

Set CRM Fields for Next Action Date/Collection_Management_Form_CRM_Fields_For_Next_Action_Date is a setting located under in the Arrangement Collectors sub-group.

What this article covers

• What This Setting Does
• Where It Is Used
• Business Logic / Behavior
• Example(s)
• When to Use
• Notes

More in Financial Settings

• Given day numbers of the month allowed only
• Days of the month to be allowed for payment agreed dates (other than prepayment) when a new installment is added
• Do not allow any installment with an agreed payment date being X months after the start month of the signed academic period
• At least one installment other than prepayment should be with an agreed payment date X days before the end of the current main period where X is
• Do not allow any installment with an agreed payment date before the prepayment/deposit agreed date
• Maximum number of allowed installments is
• Prepayment/deposit agreed payment date should be maximum X days from the arrangement creation date
• Minimum prepayment/deposit percentage

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