Edit Contracts
You can easily edit the details of a contract. You use this feature by looking up a contract in the Contract Lookup dialog. For more information, see "Tools > Look Up Contract".
Contract Lookup
After looking up a contract in the Contract Lookup dialog, the Contract Search Results panel appears:
Contract Search Results
1. Here, click the Actions button next to the desired contract and select Edit Contract from the drop-down list.
2. Make your edits in the Edit Contract dialog:
Item | Description |
Customer First Name | Edit the customer’s first name. |
Customer Last Name | Edit the customer’s last name. |
Address 1 and Address 2 |
Edit the customer’s street or mailing address. |
City | Edit the customer’s city of residence. |
State | Edit the customer’s state of residence. |
Zip | Edit the customer’s zip code. |
Lender | Change the customer’s lender associated with this contract. |
Sold For | Edit the amount of the “sold for” contract price. |
Cancel | Click this button to discard your changes. |
Save Changes | Click this button to save your changes. |
Edit Contract