Service Contracts
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
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
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