Difference between revisions of "Client Project Terminations"

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#REDIRECT [[Termination Screen]]
 
 
The Client Project Terminations page allows you to terminate a client's involvement with a Project. It is accessed by clicking a link in the "Date of Termination" column on the client's Projects tab (on the Client Details screen). While the client is involved with a Project, this link will display "Continuing".
 
 
 
 
 
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Clicking the link will take you to the Client Project Terminations page.
 
 
 
 
 
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The first section of the screen allows you to terminate the client's involvement with the nominated Project - i.e., the Project for which the "Continuing" link was clicked from the Projects tab. The project name, start date and most recent date of contact are shown. You can then pick a reason from the list (this list is set up from [[System_Setup_Guide#Termination_Reasons|the Termination Reasons drop-down list]]), and write notes if required (this is optional).
 

Latest revision as of 12:33, 22 June 2018

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