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Use these instructions when a customer would like to add extension days to an agreement. These days are added to the end of the agreement service period.
Warning |
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These instructions require you to have a control group open. For more on control groups, go here. |
How To Add Extension Days to an Agreement
From the Customer Service ribbon, navigate to Customer Activity
Select the agreement you want to update
Click Add Version
- The Access Agreement Entry dialog box will appear, complete the following fields:
Extension Days Enter the numberof days to extend the agreement Takes Effect On This needs to be set to the agreement Start Date - Click Finish