Delete a Service Contract

Use the following steps if you wish to Delete a Service Contract.

If you have entered any delivered service records against the Service Contract, the system will not allow you to delete the Service Contract until you have deleted all delivered service records.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.      In the Client Funding table below the Client Details, click Open on the Service Contract you wish to change.

3.      The selected Service Contract screen opens.  Click Delete Contract.

4.       The following prompt displays. Click Confirm to delete the Service Contract.

5.         The Service Contract is deleted from the Client Profile.

Where the following message is received when attempting to delete a service contract, please reach out to the Careview support team at support@careviewapp.com.

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