Service Contracts

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 Working with Organisations Activity Stream Activities

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

Edit the Details section to optionally add:

• Annual Contract Value - Value for the Service Contract
• From - Start date for the Service Contract
• To - End date for the Service Contract

Adding or editing values will be audited in the activity stream (timeline) for the Service Contract

Supported Items

If required add the items which are supported / linked to the Service Contract

• Select the Item icon from the Action Bar

• Give the Supported item a name and description
• Optional add Serial Number and Expires values
• Provide the mandatory Quantity value and select Add Supported Item

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