Contracts
Renewing Contract
You can renew contact by clicking on edit contract and on the right upper side click Contract Renewal History and click Renew Contract. After that modal will be opened and the values will be auto populated. You need only to check the values then ...
Contract Expiry Notification
You can set contract notifications by going on Setup -> Settings -> Cron Job -> Contracts. Only contract creator or admin will receive expiration notification for a specific contract. If contract is expired the list table row will be filled with red ...
New Contract
New Contract Click on the aside menu Contracts link and on the left side there is a button New Contract. Trash Hide from customer – If this field is checked the contract won’t be shown in the customers area and customer contacts with permission for ...
Contracts Templates
Create contract template You can create a contract template while viewing the contract by clicking on the Templates tab and then click on the Add Template button. Click the Templates tab. Click Add template. Enter the Template title that you can use ...