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You can view the customer location contracts. 

Viewing contracts

  1. To view the location contracts, choose a customer in the Customer Hub.
  2. In the details section of the Customer Hub, choose the Contracts tab.
  3. Right-click a contract and choose from the following: 

Filtering and sorting data

  • Group - 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.
  • Sort order - 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.
  • Filter - 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.
  • Column Order - Drag the column headers to the left or right to change the column order. 
  • Scrolling - 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

ButtonDescription

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)

Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.

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
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