Account Detail View Contracts Tab

The Contracts tab on the Account Detail view allows you to see specific contract information for the account in one location. You can use this tab to verify contract information rather than opening each contract separately.

In addition to viewing contract information, you can open a contract record to make changes or insert a new contract for the account.

To use the Contracts tab

  1. Open the Account Detail view.
  2. Click the Contracts tab. If the tab is not visible, click the More Tabs tab.
  3. To create a new contract, click Create Contract.
  4. To open the contract, click the Reference # of the contract you want to open.

The Contract Detail view opens.

  • Related Topics

    • Editing a Contract

    Deleting a Contract

    Making a Contract Inactive

     

     

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