Termination Status
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Brent Farese
Hiya Samantha Morgan, thanks for this post! I have a few more questions for you:
- What specific criteria or conditions should define an agreement as 'Terminated'?
- How frequently do you anticipate using the 'Terminated' status filter in your workflow?
- Are there any specific reports or analytics you would like to generate using the 'Terminated' status?
S
Samantha Morgan
Brent Farese I don't think we'd use the Terminated status a ton, but we'd love a way to easily see which customers have terminated and be able to filter out their agreements, so we're not including them in our reports of active customers.