Viewing the Contracts tab
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.
- View Note - Opens the Notes/Attachments window. (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window. (Displays if an attachment exists.)
Use your mouse to drag or select options below: Group This option may not be available, depending on the window you are viewing. Find This button may not be available, depending on the window you are viewing. Delete This button may not be available, depending on the window you are viewing. Clear Filter Export This button may not be available, depending on the window you are viewing. Column Tool Filtering, sorting, and rearranging data
To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location.
Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
Select the lookup to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.
A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.Buttons on this window
Button Description
For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.
Select an appointment and then select to delete the appointment.
Choose to clear the current search results filters.Refresh
Reloads the results from the database.
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)
Use the Column Tool to select fields to display from a list of available columns. Mark to display the checkbox, unmark the checkbox to hide.
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
There are no additional columns to display.