Set A Contract Inactive This article explains how to set an existing contract to Inactive status. Inactivating a contract prevents it from being used...
Only Display Active Contracts This Article will cover how to display only Active Contracts in your Contract List. First you will go to List>Contracts...
View Customers Assigned to a Contract This article explains how to view all customers that are assigned to a specific contract. This functionality is useful for...
Create New Contracts Category Go to: Home > Contracts > Contract Categories Select Category > New Category In the Category field, enter the short...
Adding Customers to a Contract Adding a customer to a contract is a quick and easy process. Access the customer list by selecting the Customer icon...