Viewing the Contracts Tab
You can view the customer location contracts.
Viewing contracts
- To view the location contracts, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Contracts tab.
- Right-click a contract and choose from the following:
- Add Note - Opens the Service Management note window. See Working with Notes and Attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with Notes and Attachments.
- View Note - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if an attachment exists.)
Available data columns
The default columns that display are:
- Notes
- Attachments
- Contract Number
- Sequence
- Type
- Start Date
- End Date
- Division
- PO Number
- Salesperson
- Primary Tech
- Hold
- Bill to Customer
- Bill to Location
- Master Contract
There are no additional columns to display.