If you go through the entire process of renewing an agreement using the SM Agreement Renewal form and you activate your renewal quote in the system the original agreement (i.e. the one you just renewed and got the customer to accept) shows up in the list of "expiring agreements' again.
We have more than one user managing renewals and this creates confusion because they try and initiate another renewal when it's already been done.
Once a renewal is activated, the original version due to expire should no longer be included, or at the very least, there should be column added to the upper grid to show users if there is another more recent version of that agreement active in the system they should investigate first.
Company | Troy Life & Fire Safety Ltd. |
Job Title / Role | Implementation Project Lead |
I need it... | Yesterday...Come on already |
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