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Customer Forum

Creating Contracts

External Posted: 2011-08-04 11:26

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 available! I have no Finance section, and the only option in Transactions is 'Add Quotation'. Am I doing something wrong? Perhaps there is a setting I need to change?

Thank you.

 

Workbooks Support Posted: Thu, 04.08.2011 - 14:26

Hello,

It sounds like you've not got the Contracts Extension enabled.  The Contracts Extension is available on both the CRM and Business Editions.  You can check this in the Configuration > Users > [Open your user record] > review the Allocated Extensions section.

It should be straight forward for us to enable the Contracts Extension so that you can explore the Contracts functionality.  Please email sales@workbooks.com from the email address you use to login to Workbooks.  They will be able to process the change.  Here's a link to the Compare Editions page.

External Posted: Thu, 04.08.2011 - 15:05

Thanks