Editing Existing Contracts

Sales>Existing Contracts

Use the Edit Existing Contracts option to make changes to any Active contract.

Open

Search for Existing Contracts by any of the following:

• First Name

• Last Name

• ID

• Contract (choose item from drop-down)

• Group

• Status

• Category

• Type

Click the Contract Name to pull up the Contract Details and edit.  Click the Member Name to pull up the Member Profile in a separate window.

Open

In the Contract Details, click the Actions button for options to Edit Payments, Edit Auto Renewals, Freeze Contract, or Terminate Contract.