Ended contracts

Modified on Wed, 16 Jul at 9:21 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


In Yuki, you can view an overview of all ended contracts.


The contracts shown are those whose contract end date has passed.


From this screen, a user can:


Hover your mouse over the Sales icon in the navigation bar, click on Contracts, and then from the dropdown menu in the now-opened screen, select the Ended contracts overview.


The following screen is opened:




View contract details

  • Click the subject of the document
    OR
  • Hover your mouse over the line of the corresponding contract, click on the button with the three dots, and then select View contract details from the dropdown menu.


In the now-opened screen, the ended contract can be edited and then saved.


View contact

Hover your mouse over the line of the corresponding contract, click on the button with the three dots and then select View contact from the dropdown menu.



The contact card of the corresponding contact is now opened.


Delete contract

In the overview, click on the subject of the ended contract you want to delete and then click on the button with the three dots in the now-opened screen.



Click on Delete in the dropdown menu.


The following message will appear in your screen:



Click on the Yes button to actually delete the ended contract.


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