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February 2011 Release
... Winter (February) 2011 Release Winter (February) 2011 Release The Winter 2011 version of Workbooks was released on 3rd February 2011. ...
Using Contracts with Cases
... Using Contracts with Cases Contracts can be used in conjunction with Cases making it easy to check that a Contract is valid, i.e., has a status of ...
Displaying & Adding Contracts
... Displaying & Adding Contracts Displaying Customer Contracts Clicking on Start > Finance > Customer Contracts displays the ...
Introduction to Transaction Documents
... Introduction to Transaction Documents Workbooks includes a number of object record types relating to financial transactions, which can be printed to PD ...
Contract Management
... Contract Management Customer Contracts are effectively another set of Transaction Documents within Workbooks to help you manage the contractual obli ...
Selling Subscription Services
I am trying to work out how to set up subscription services in the products section, so that when we create a quote we can add Product for the next 12 months. I would then also need this to update the Sales forcase and revenue forcasts so that the ...
Can I link opportunities to contracts?
Can I link opportunities to contracts? Yes. Add the Opportunity as Yes. Add the Opportunity as a Related Item - Open the Contract record > select the Related Items tab > click Add Related Item > search for the Opportunity ...
Creating Contracts
Hi, On the knowledge base, the section on Creating Contracts says that I should either Use the Transactions tab of a Customer to 'Add Contract', or use the 'finance' section in the Start bar. Unfortunately, neither of those options appear to be ...