You can view the customer location contracts.
Viewing contracts
- To view the location contracts, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Contracts tab.
- Right-click a contract and choose 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.
- 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.)
Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.Filtering and sorting data
Buttons on this window
Button Description Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find. Clear Filter - Choose to clear the current search results filters. Refresh - Reloads the results from the database. Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
Available data columns
The default columns that display are:
- 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
- PO Number
- Salesperson
- Primary Tech
- Hold
- Bill to Customer
- Bill to Location
- Master Contract
There are no additional columns to display.