Editing Existing Contracts

Version 2.1 by Isaac Mejia on 2025/12/15 17:04
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Editing Existing Contracts

Information

KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/editing-existing-contracts_1487470765

  Editing Existing Contracts

     Created by
     Amith on Feb 05, 2021

Sales>Existing Contracts

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

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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.

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

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