How to mark a contract as cancelled or on hold [Video]

In this training video, you can learn how to mark a contract as cancelled or on hold. This includes adding a reason why this contract is placed on hold or cancelled.

In Brief

  • Navigate to a Contract and click the + button next to On Hold

  • Within the Hold Reason field, right click and choose Add New Items. Here you can create a list of different on hold reasons. Then select the relevant reason for this contract from the dropdown

  • Enter the date that this contract was placed on hold. When this contract is taken off hold, enter the date into the Off Hold field

  • Click the + button next to Cancelled and create the Cancelled Reason drop down in the same way as mentioned above. Then select the reason for this contract

  • Enter the date cancelled

  • For each option, make sure to tick the On Hold or Cancelled checkbox

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