On the Contracts tab, you can view the customer location contracts. You also can create a new service call for the contract.
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:
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. 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