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You can view the customer location contracts. 

Viewing contracts

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

Insert excerpt
Using the Customer Hub
Using the Customer Hub
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Available data columns

The default columns that display are:

Column
width33
  • Notes - Displays Image Removed if the note is empty or Image Removed if a note is attached.
  • Attachments - Displays Image Removed if no attachment exists or Image Removed if a file is attached.
    • Notes 
    • Attachments
    • Contract Number
    • Sequence
    • Type
    • Start Date
    • End Date
    • Division
    Columnwidth33
    • PO Number
    • Salesperson
    • Primary Tech
    • Hold
    • Bill to Customer
    • Bill to Location
    • Master Contract

    There are no additional columns to display.