Working with the Contracts Tab

On the Contracts tab, you can view the customer location contracts. You also have the ability to create a new service call for the contract.

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: 
   • Create a Service Call for
     Opens the New Service Call window on the Schedule browser tab and auto-populates the window with the customer and contract information. See Creating a Service Call.
   • 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.

     

     If you have two contracts with the same contract number, open or historical, and add an attachment to either contract, the attachment(s) will display on both contracts.

   • 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