Difference between revisions of "Service Contracts"

Revision as of 08:28, 2 August 2017

Home > Customer Manager > Service Contracts(Beta)

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.

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

Service Contracts can be viewed on the organisation record from the collapsible Service Contracts section

View a Service Contract by clicking on it's name
Delete a Service Contract by clicking on the Trash Can icon next to the Service Contract you wish to delete

@@ Line 31: / Line 31: @@
 ===Viewing Service Contracts===
+Service Contracts can be viewed on the organisation record from the collapsible '''Service Contracts''' section
+* View a Service Contract by clicking on it's name
+* Delete a Service Contract by clicking on the '''Trash Can''' icon next to the Service Contract you wish to delete
 ===Service Contract Details===