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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
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  • Notes - Displays  if the note is empty or  if a note is attached.
  • Attachments - Displays  if no attachment exists or  if a file is attached.
  • Contract Number
  • Sequence
  • Type
  • Start Date
  • End Date
  • Division


Column
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  • PO Number
  • Salesperson
  • Primary Tech
  • Hold
  • Bill to Customer
  • Bill to Location
  • Master Contract