On the Contracts tab, you can view the customer location contracts. You also have the ability to create a new service call for the contract.
Viewing Contracts
- 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
- Create a Service Call for
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Opens the Service Management note window.
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- See Working with
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- Attachments.
Add Attachment
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Opens the Service Call attachment window.
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See Working with
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Note 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
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Opens the Notes/Attachments window.
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- See Working with
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- Attachments. (Displays if a note exists.)
- View Attachment
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Opens the Notes/Attachments window.
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- See Working with
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- Attachments. (Displays if an attachment exists.)
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Available Data Columns
The default columns that display are:
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- Notes
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- Attachments
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- Contract Number
- Sequence
- Type
- Start Date
- End Date
- Division
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- PO Number
- Salesperson
- Primary Tech
- Hold
- Bill to Customer
- Bill to Location
- Master Contract