Check the contract status and history before making changes. Expiry, archiving and deletion serve different purposes.
- Find the contract in the customer contract list.
- Open its details and check the validity period, maintenance targets, task settings and invoicing settings.
- View history to investigate earlier changes.
- To archive the contract, use its archive action and read the confirmation.
- Finally, check its status in the list.
An archived contract cannot be edited in the usual way. Resolve open tasks and invoices before archiving. Deletion may be blocked if the contract has related tasks or invoices.
In the iOS app, a Spot can show summaries of related contracts: name, status, start date and end date. Use the browser for contract maintenance and detailed handling. If contracts are missing from a Spot, check the link and enabled feature with your administrator.