Contracts module settings

List of paragraphs:

Settings for Contracts module are available in Setup -> Contracts.

Types

Identify contract type:

1
To create more contract types, use Setup -> Contracts -> Contract Types and click New contract type.

2
Insert details and save.

3
You can enter contract prefix.
4
To edit or delete type value, use Options. You can see number of contracts of each type next to Options menu:

Types – statuses

Select contract type (status):

1
To create more statuses, choose Setup -> Contracts -> Contract types and click New value.

2
Insert details and save.

3
Choose default value.
4
There is an option to make value inactive.
5
To edit or delete value, use Options:

Text templates

When creating new contract, select text template in order to generate contract document. To create contract text templates, choose Setup > Contracts > Text templates.

1
Click New record.

2
Describe text and insert formulas where information from the system should appear. Another option is to add file with formulas inserted in it - if you add formulas in Word to upload file, make sure to enter $ sign before each formula, for ezxample, ${contact_firstname}.

3
Save template. Use it when creating new contract in order to generate document.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us