You can view the customer location contracts.
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:
- Add Note - Opens the Service Management note window. See Working with
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- Attachments.
Add Attachment - Opens the Service Call attachment window.
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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 - Opens the Notes/Attachments window.
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- (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window.
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- (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