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- In the navigation panel, go to Relationships then Contracts.
- Select the contract you wish to update.
Click New Version. The Contract window displays with the existing contract's information.
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Info title Please Note If you click on Close Contract the Contract will remove from the sale when you make changes. If you intend on creating a new version of the existing contract do NOT hit the close contract button. Always use the New Version Button- Make changes as necessary. You can change any field on this screen For example:
- Use the fields in the header to change the contract's name or description.
- Use the Cards tab to add or remove customers or suppliers.
- Use the Products tab to add or remove products.
- When you have finished, click Save to save the changes and leave the contract on the screen, or Save and Close to save the contract and close it off your screen.