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Editing Existing Contracts

Learn how to edit existing contracts in Member Solutions Product Support.

Created by Amith on Feb 05, 2021

Sales>Existing Contracts


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

Edit_Existing_Contract.png

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.

Existing2.png

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

Actions.png

Attachments:

Edit_Existing_Contract.png (image/png)
Existing2.png (image/png)
Actions.png (image/png)