Wiki source code of Editing Existing Contracts
Last modified by Isaac Mejia on 2025/12/15 17:04
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Editing Existing Contracts = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/editing-existing-contracts_1487470765>>https://membersolutions-9221154.hs-sites.com/kb/editing-existing-contracts_1487470765]]{{/info}} | ||
| 6 | |||
| 7 | * [[Sales>>Sales_1616707657.html]] | ||
| 8 | |||
| 9 | Editing Existing Contracts | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith on Feb 05, 2021 | ||
| 13 | |||
| 14 | **Sales>Existing Contracts** | ||
| 15 | |||
| 16 | Use the **Edit Existing Contracts** option to make changes to any **Active** contract. | ||
| 17 | |||
| 18 | image:kb-1487470765-1487568993-1.png | ||
| 19 | Search for Existing Contracts by any of the following: | ||
| 20 | |||
| 21 | First Name | ||
| 22 | |||
| 23 | * Last Name | ||
| 24 | |||
| 25 | * ID | ||
| 26 | |||
| 27 | * Contract (choose item from drop-down) | ||
| 28 | |||
| 29 | * Group | ||
| 30 | |||
| 31 | * Status | ||
| 32 | |||
| 33 | * Category | ||
| 34 | |||
| 35 | * Type | ||
| 36 | |||
| 37 | 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. | ||
| 38 | |||
| 39 | image:kb-1487470765-1487568999-1.png | ||
| 40 | In the **Contract Details**, click the **Actions** button for options to **Edit Payments, Edit Auto Renewals**, **Freeze Contract**, or **Terminate Contract**. | ||
| 41 | |||
| 42 | image:kb-1487470765-1487569005-1.png | ||
| 43 | |||
| 44 | {{include reference="KBSupportCTA.WebHome"/}} |