Difference between revisions of "Service Contracts"

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===Adding a Service Contract===
 
===Adding a Service Contract===
 +
Add a new Contract by selecting the Contract icon from the action bar on the organisation record
 +
* Add a Contract name, description and contract type
  
 
===Viewing Service Contracts===
 
===Viewing Service Contracts===

Revision as of 08:25, 2 August 2017

Home > Customer Manager > Service Contracts(Beta)

Introduction

Service Contracts allow you to record and manage the contracts you have with each of your customers.

  • Record one or multiple Service Contracts against each customer organisation
  • Against each Service Contract you can record contract values, renewal dates, supported items, associated contacts, related activities and collaborate on it's there content.

Related Articles

Features

Customer Manager Service Contracts.png

Adding a Service Contract

Add a new Contract by selecting the Contract icon from the action bar on the organisation record

  • Add a Contract name, description and contract type

Viewing Service Contracts

Service Contract Details

Supported Items

Contacts

Activity Stream

Activities

Administration