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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.

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

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the agreement you want to update

  3. Click Add Version

  4. The Access Agreement Entry dialog box will appear, complete the following fields: 
    Extension DaysEnter the number of days to extend the agreement
    Takes Effect OnThis needs to be set to the agreement Start Date
  5. Click Finish



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