Sue Sanford
Sue is the Training Manager for ContractPro
by Sue Sanford
One of the number one questions we receive through our support line is, “I amended my contract and it won’t let me change the dates, why?”. The answer is that the user made the wrong selection during the Manage Contract selection for the action that they needed to do. There are three options during the Manage Contract function which have very specific purposes and should not be considered interchangeable.
Amend is to make changes to an existing contract like adding a sku or a distributor.
Renew is used to change...
Interested in additional ContractPro® training? The ContractPro Support team is now offering monthly training webinars for all users. To view the training schedule, please click on “Training” on the Answers Systems home page and register for the session you would like to attend, if you have any questions, please contact ContractPro Support.
Posted by Sue Sanford
As the Training Manager for the ContractPro solution at Answers Systems, I have seen many contracts created by a Sales Rep/Broker that cannot be used to pay on the claims submitted for that contract. The creator (Sales Rep/Broker) logs into the ContractPro application and finds a pending or learns that their customer has not been paid. What do they do now? Some will go to the pending claim and enter a comment to use the contract they created while others will investigate