Contracts

How do we get old closed contracts to now show up inCommitCRM? We have monthly contracts, and when we go to create a new ticket and select the monthly contract, all the old ones still show. Also, how can I change the default contract so it defaults to the current one?

Hi,

Thanks for sending in these questions. I’ve copied them for easy reference, and attached relevant answers below. Please review.

• How do we get old closed contracts to now show up inRangerMSP? We have monthly contracts, and when we go to create a new ticket and select the monthly contract, all the old ones still show.
  At the moment the system lets you select any contract (you may wish to add charges to a contract retroactively), and I can see how making only active contracts available from the list can be helpful in order to avoid mistakes.
  
  
• Also, how can I change the default contract so it defaults to the current one?
  Note that if the customer has only one active contract at a time, the system will select this contract by default (set like this by default; however adjustable from Accounts > Contracts Tab > Right Click any contract > Default contract > Automatic), so the tech doesn't have to select a contract at all. In any case, if you do select a contract which is not active, the system alerts you with a warning message letting you know that this is an expired contract.

Regards,
Sherry