Editing or Deleting an Existing Contract

Overview:
Update contract details or remove obsolete records via the Action menu.

Steps to Edit:

1. In the contracts table, click Action (⋮) → Edit next to the contract.

2. Modify any field in the Add Contract form (Dates, Value, Client info, etc.).

3. Click Save to apply changes.

Steps to Delete:

1. Click Action (⋮) → Delete.

2. Confirm the deletion in the prompt.

Tips & Best Practices:

• Rather than deleting, consider marking a contract Expired via the End Date to preserve history.

• Use the Notes field to document why you edited key terms.

• Only delete truly void contracts to maintain audit trails.

Troubleshooting / FAQs:

• Cannot delete: Check you have “Delete Contracts” permission and that no workflows lock the record.

• Changes not saving: Verify your role has “Edit Contracts” rights under Settings → Roles & Permissions.