As noted in the process of canceling a contract, it is not an operation that can be "undone". Other significant repercussions make this something that should not be taken lightly, so this particular operation is intentionally not as quick-n-easy as the other operations in TrueRev.

When you find that you need to do so, here are a couple of ways to cancel a contract.

Approach 1:

  1. From the dashboard (when you first login to TrueRev), click on the "Modify a Contract" tile in the middle of the page.

  2. Enter appropriate search information to find the contract.

  3. Click on the row of the contract you want to change.

  4. Select "I would like to cancel this contract."

  5. Select the reason (and explain) why the contract needs to be canceled.

  6. Click the "Cancel contract" button.

  7. Type "cancel" to confirm the contract should be canceled.


Approach 2:

  1. Click on the Contracts tab from the Menu column on the left.

  2. Find the contract you want to edit (enter a few letters of the customer name in the search box).

  3. Click on the action ellipses at the far right end of the contract row (3 dots).

  4. Click "cancel contract" on the action menu list.

  5. Select the reason (and explain) why the contract needs to be canceled.

  6. Click the "Cancel contract" button.

  7. Type "cancel" to confirm the contract should be canceled.

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