Page History: Changing a contract before it runs.
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Page Revision: 2015/01/20 15:49
Changing a contract before it runs.
We have created a contract and the contract has not started.
Sales person comes back and states dollar amount was supposed to be 16 dollars and not 15.
- Go to the Dashboard and select the Contracts Module.
- Select Joe's Roofing and look for the 195 dollars in the Revenue column.
This contract is currently being run so we need to duplicate it.
- So select the contract and right click and select duplicate it.
A Effective Date field will pop up.
Next the Contract-Duplicate field pops up.
- Select the highlighted item in the Item field.