7. Contract Management

• 7.1. Introduction to Contract Management
  • 7.1.1. What is a Contract?
  • 7.1.2. What is Contract Management?
• 7.2. Create a Contract
• 7.3. Creating/Updating Contracts Using CSV
  • 7.3.1. Using the CSV Import feature
    • 7.3.1.1. Creating a CSV file
• 7.4. Contract List View
• 7.5. Searching Contracts
  • 7.5.1. Using a Search bar
    • 7.5.1.1. Custom Filter
  • 7.5.2. Using Filters
• 7.6. Assigning a Contract
  • 7.6.1. Assignment from Contract List viewing
  • 7.6.2. Assignment from Contract Details view
• 7.7. Working on a Contract
  • 7.7.1. Contract Details View
  • 7.7.2. Modify Contract Name and Description
  • 7.7.3. Classify a Contract
    • 7.7.3.1. Status
    • 7.7.3.2. Contract Type
    • 7.7.3.3. Vendor
    • 7.7.3.4. Duration
    • 7.7.3.5. Technician Group
    • 7.7.3.6. Department
    • 7.7.3.7. Parent Contract
    • 7.7.3.8. Cost and Currency
  • 7.7.4. Associate Assets
  • 7.7.5. Contract Renewal
    • 7.7.5.1. Renewal date and time conditions
    • 7.7.5.2. Creating a Renewal
  • 7.7.6. Child Contract
  • 7.7.7. Notifications
    • 7.7.7.1. Notify Settings
    • 7.7.7.2. Custom Notification
  • 7.7.8. Attachments
• 7.8. Printing a Contract
• 7.9. Contract Audit Trail
• 7.10. Cancelling a Contract
• 7.11. Delete a Contract
• 7.12. Contract Type
• 7.13. Custom Contract Field