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.

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

Repeat the process for subsequent Supported Items which you wish to add to the Service Contract
View all Supported Items from the Supported Items section on the Service Contract record.

Contacts

Associate existing organisation contacts to each Service Contract and or add New Contact's who are only related to specific Service Contracts

Select the person icon from the action items

To associate an existing Organisation Contact select them from the list, their details will populate the contact fields, then select Add Contact, this will link them to the Service Contract
To add a new contact exclusively to the Service Contract, complete contact details and select Add Contact
Remove a contact from the Service Contact by selecting the Trash Can icon next to the contact you want to remove

Activity Stream

The activity stream (timeline) provides the ability to collaborate on all matters relating to the Service Contract. Any user who has access to the Service Contract record will be able to view, post, comment, and follow the Service Contract.

Following a Service Contract will push any updates to your News Feed, so you can keep informed in real time about updates to all Service Contracts you are interested in.
As well as manually posting, and commenting, any administrative actions such as adding a contact or supported item, creating an activity, linking an attachment will be recorded on the Service Contract's timeline.
View the Activity Stream link in the related information section for more information on working with Activity Streams.

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