We’re introducing a new mechanism that allows users to flag or dismiss Lost Renewals directly from the Service Agreement Dashboard.
This feature helps users manage and clean up their dashboard by hiding renewals that may not truly be “lost,” allowing them to focus on actionable items. This also provides a flexible way to manage these items without altering the actual agreement data.

How it Works:

When a Lost Renewal is dismissed, the selected renewal is flagged and removed from the default Lost Renewals view. You toggle to go to Dismissed Items View and on this view you can Restore dismissed items.

Dismissing a Lost Renewal:

1. Click on Report from the left-hand panel

2. Go to Service Agreement section

3. Click on Service Agreement Dashboard

4. Click on Lost Renewal tab

5. By default you will be on the Active View

6. Find an Active Lost Renewal

7. Click on the 3-dot menu

8. Select Dismiss

9. Add Dismiss Reason

Restoring a Dismissed Lost Renewal:

1. Click on Report from the left-hand panel

2. Go to Service Agreement section

3. Click on Service Agreement Dashboard

4. Click on Lost Renewal tab

5. Click on the Customize Button

6. Under Filter by Visibility, select Dismissed from the dropdown

7. Find a Dismissed Lost Renewal

8. Click on the 3-dot menu

9. Select Restore

Screenshots

Dismissing a Lost Renewal

 

 

 

 

When Dismissed Lost Renewals Exist, Default View is to Show the Active Only

 

 

Filter between Active and Dismissed Lost Renewals

 

 

 

 

View Dismiss Reason by Hovering over Information Icon

 

 

Restoring Dismissed Lost Renewal