Contracts
Use the Contracts module to create and manage contracts with your customers.
The Contracts Home page displays the following information:
- A Search sub-panel where you can enter keywords such as the contract name or account name to search for a specific contract.
- To search only for contracts assigned to you, select Only my items.
- To perform an advanced search using additional fields, click the Advanced Search tab.
- To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced Search tab.
- A Search sub-panel where you can enter the subject or contact to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.
- A list of existing contracts along with related information such as the account name and status.
- To view the details of a contract, click the name in the contract list.
- To export one or more contracts, select them from the list, click the Export link above, and choose Selected Records. To export all the contracts listed on the page or all the existing contracts, choose Current Page and Entire List respectively.
- To update or delete multiple contracts, select them from the list and use the Mass Update sub-panel.
- A Shortcuts section that displays the following options:
- Create Contract. Click this option to create a new contract.
- Contracts List. Click this option to navigate back to the Contracts Home page from a contract's detail page.
- A New Contract quick form that you can use to create a contract with only the required fields. You can enter additional details after you save the contract.