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for a demonstration
Entering Agreements/Contracts
QuikCheK Pro only!
1. Go to the Members tab, click the Find button to locate the member you want to enter a contract for.
2. Select the Memberships tab at the top of the screen.
3. Click Add Contract.
4. Select the template you want to use, (or select a Default template to setup a standard contract/agreement). Click OK.
(**NOTE: if you do not see a pop up box after clicking Add contract, showing the contract templates, go to Setup, System, Other, Contract Misc and check off "Use Contract Templates")
5. If you need to modify any fields, click on that field and choose Edit Contract on top. You can now modify any/all of the members contract information. Fill out the necessary information then click Save.
Note: If you click Cancel on the Agreement template window you can then fill in all fields manually.