Agreements
Agreement Renewals
Overview
Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Ag...
Configuration Options - Force version Selection
When setting up new agreements or editing existing ones, you can force the selection of a contrac...
Configuration Options - NCompass Today Notifications
NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the sea...
Configuration Options - Salesperson For Agreement Renewal Reviews
Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the s...
Setting up contract Versions
The contract ‘Version’ allows the agreement to be tagged with the version of the originally signe...
Adding and amending Contract Versions
Navigate to Administration > Agreements > Contract Versions This Admin window allows you t...
Renewals
Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking th...
Agreements Detailed Enquiry
Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to A...
Letter Templates
Configuring Renewal Letters in NCompass Email System Renewal letters are sent out via the NCompa...
Agreement Reviews
Overview
This module is specifically designed to manage agreements, it allows you to tag an agreement for ...
Configuration
Setting up Agreement Review Types To set up agreement review types, navigate to the administrati...
Entering an Agreement into the Review System
Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Expl...
Processing The Review
Review Enquiry Navigate to Agreements > Review Enquiry from the Agreements menu. This will ...
Agreements Detailed Enquiry
Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filter...