Create New Contracts Category
Go to: Home > Contracts > Contract Categories Select Category > New Category In the Category field, enter the short...
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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... -
Only Display Active Contracts
To display active contracts only, Go to: Lists > Contracts Check the box next to the Show active only option -
Turn Refresh WebStore Off
Turning off the refresh WebStore option while working with contracts is beneficial while trying to make significant changes Go to:... -
Include a Contract on the WebStore
To add a contract to the webstore, Go to: Lists > Contracts Double-click to open the desired contract Select the...