Difference between revisions of "Service Contracts"
Jump to navigation
Jump to search
Line 47: | Line 47: | ||
==Administration== | ==Administration== | ||
+ | * Users with the Form Designer role, will be able to add custom fields, hide existing fields, and edit their properties of the Service Contract details. | ||
+ | :* With the Form Designer role, users will see a Design option to go into edit mode. | ||
+ | * Service Contract Types - Create and manage your own Contract types from the admin console > Customer Manager > Simple Lists > Contractypes | ||
+ | |||
[[Category:Customer Manager]] | [[Category:Customer Manager]] |
Revision as of 08:33, 2 August 2017
IntroductionService Contracts allow you to record and manage the contracts you have with each of your customers.
|
Related Articles |
Features
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 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
Supported Items
Contacts
Activity Stream
Activities
Administration
- Users with the Form Designer role, will be able to add custom fields, hide existing fields, and edit their properties of the Service Contract details.
- With the Form Designer role, users will see a Design option to go into edit mode.
- Service Contract Types - Create and manage your own Contract types from the admin console > Customer Manager > Simple Lists > Contractypes