How can I check if an Agreement is already renewed in SuccessWare21?

To tell if an agreement has already been renewed follow these steps outlined below:

  • Pull up the agreement manager for the location
  • Right click over the agreement that you want to check the renewal status on
  • Select the option for Agreement Status
  • If the agreement has already had a renewal created, the Renewal Created? checkbox will be checked
  • If the agreement is the renewal, the Original Agreement Info will be filled out


Powered by Zendesk