- Open the customer in SW21 and double click on the Contract tab.
2. Click Edit
3. A screen will pop-up, and will allow you to view all of the contracts that have been setup.
The check mark next to the plan indicates the customer has that contract.
You will also be able to create new contracts and edit existing contracts by right clicking on the edit screen and selecting 'Plan Types...'
A new pop-up window will appear.
4. Right click and select 'Modify Mode.'
This will allow you to right click on and create a new contract or make changes to an already existing contract.
If you require further assistance on this topic, please reach out to SuccessWare21’s support team -
Email: [email protected]