Service Contracts

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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