Contracts

The Contracts tab provides a centralized view of all agreements associated with a customer. This section is designed to help you manage contractual details efficiently, ensuring compliance and visibility across your organization.

By consolidating contract data in one place, the Contracts tab streamlines customer management and supports informed decision-making.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In List view, resize and reorder the columns, and sort them in either ascending or descending order.

Navigate to the Contracts tab from the Customers module.

The Contracts list view includes the following:

Show: Select a status to filter the records displayed in the list.
Contract number: Unique identifier assigned to the contract for tracking and reference.
Description: Brief summary of the contract’s purpose or scope.
Status: Current state of the contract, such as Active, Pending, or Expired.
Effective date: The date when the contract terms officially begin.
Termination date: The date when the contract ends or is scheduled to expire.
Vendor/Customer: Party associated with the contract, either the vendor or the customer.

Create contract

Add new contracts directly from the Contracts tab. Enter key details such as contract number, dates, status, and associated vendor or customer to ensure accurate records and streamline contract management.

Go to Customers > Contracts tab.
In the Contracts section, click Create.
On the Create contract page, on the Main tab, enter the following:

Information
- Contract number: Unique identifier for the contract used for tracking and reference.
- Description: Brief summary of the contract’s purpose or scope.
- Segment: Business segment or division associated with the contract.
- Type: Classification of the contract, such as service, maintenance, or lease.
- Status: Current state of the contract, for example Active, Pending, or Expired.
- Account: Customer account linked to the contract.
- Category: Primary category that defines the contract’s nature.
- Sub category: More specific classification within the selected category.
Contract information
- Contract approved by: Name of the person or role that authorized the contract.
Schedule
- Effective date: Date when the contract terms begin.
- Termination date: Date when the contract ends or is scheduled to expire.
- Renewal date: Date when the contract is eligible for renewal.
- Budget: Financial allocation or limit associated with the contract.
Customer/service provider
- Service provider: Vendor or provider responsible for delivering services under the contract.
- Customer name: Name of the customer associated with the contract.
- External contract number: Identifier used by the customer or vendor for their internal tracking.
On the Details tab, enter the following:

Identification section includes User Defined Fields (UDFs) that are unique to your organization.

Notes
- Notes: Detailed information about the contract, such as specific terms, conditions, or additional context that goes beyond the brief summary in the Description field.
Do one of the following:
- Click Create to save.
- Click Create another to save and then clear the values to create another record.
The system creates the record.

Update contract

Updating a contract keeps agreements accurate and aligned with current terms. It helps reflect changes like pricing, scope, renewal dates, or compliance requirements, ensuring clarity and consistency for both parties.

Go to Customers > Contracts tab.
In the Contracts section, select Update from the Actions menu on the left of a row.
On the Contract page, make changes in one or more tabs.
Click Update.