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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

      Note

      If you have two contracts open with the same name (a renewed contract was left open during the renewal process), if you add an attachment to either contractcontract number, open or historical, 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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Using the Customer Hub
Using the Customer Hub
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Available Data Columns

The default columns that display are:

Column
width50%
  • 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
width50%
  • PO Number
  • Salesperson
  • Primary Tech
  • Hold
  • Bill to Customer
  • Bill to Location
  • Master Contract