How do I set account assessment due dates and frequencies

  • Access Account Types in Configuration (System > Settings & Security > Configuration)
  • Select the appropriate account type Image
  • Click on Assessment Tools Image *Click on the desired account assessment Image
  • Set the Frequency from the drop-down list
  • Select either a Fixed date or a Reference date (if selected, select what date the account assessment due date should be based on from the drop-down list
  • Check the box for 'Self-Service' if you wish this to display on the account assessment Image

This is how the account assessment will display: Image