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Marking old contracts as complete

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    Marking old contracts as complete

    Is there a way when you do a batch contract copy to mark the old contracts as "complete"?

    Re: Marking old contracts as complete

    Luke,

    Currently there isn't such an option available.
    You'll need to filter the list to show only Open Contracts that expired (use a filter for this - "End Date - Less Than - Today's-date").
    Then, deactivate them one after the other, still manual process but you won't need to "think" or check whether you're deactivating a right contract of not.

    Besides that; feedback noted. Thanks.

    HTH
    Neta

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      Re: Marking old contracts as complete

      Ok, good idea on the filter... Do you think there would be a way for a feature like this to be built into the Batch copy wizard? Just a check box that says "mark old contracts as "complete""...

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        Re: Marking old contracts as complete

        Yes, I believe we may add such a feature as it may help a lot of users. It's already logged as a request. Thank you!

        Neta

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