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