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Contract Details
Go to Contracts and click on a contract to navigate to the contract details page. The following fields displayed on the contract details page are customer specific: Contract Owner, Assets, Software Licenses, Sites, Configuration Items, People, Parent ...
Contract Templates
You can now configure a template for frequently created contracts and save time & effort of your technicians by helping them avoid redundant field entries. Using the template, technicians can also easily add a new contract with pre-populated fields. ...
Add New Contract
Role Required: SDAdmin, Users with Add Contract permissions Go to the Contracts tab. On the header, select the customer for whom you want to create a contract. Click New Contract. Alternatively, you can create a contract by using Quick Actions on the ...
Contract Types
Categorize contracts into various types, such as lease, maintenance, support, warranty, and the like. Besides the default contract types, you can configure new ones. Role Required: SDAdmin Create Contract Types Go to Setup > Customization > Contract ...
Contract Relationships
You can map relationships between contracts from the same vendor as parent and child contracts. Contracts that are dependent on other contracts are called Child Contracts. The contract on which child contracts depend on is called the Parent Contract. ...