On the Contracts tab, you can view the customer location contracts. You also have the ability to can 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.

...

1. • 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