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...