You can view the customer location contracts.
Viewing Contracts
- To view the location contracts, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Contracts tab.
- 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.
Note 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.)
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Available Data Columns
The default columns that display are:
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- 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