Viewing the Contracts Tab

You can view the customer location contracts. 

Viewing Contracts

1. To view the location contracts, select a customer in the Customer Hub.
2. In the details section of the Customer Hub, select the Contracts tab.
3. Right-click a contract and select 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