Contract Management

- Contract Management

Customer Contracts are effectively another set of Transaction Documents within Workbooks to help you manage the contractual obligations that exist between you and your Customers.

Contracts are available to users with the appropriate extension licence.  (For information on editions and extensions, please click here.)

  • Contracts show the Start and End Date on screen making it easy for Customer Support personnel, for example, to see whether or not a customer is entitled to Support, as soon as they pick up the phone.
  • You can manage your Contracts easily by altering the Contract Status, which is either Draft, Active, Inactive, Suspended, or Closed.
  • Customer Location is also part of Customer Contracts, so you can manage the obligations you have to different branches of the same company.
  • As with other Transaction Documents, there is the Copy Document functionality within Contracts, which enables you to create other Transaction Documents quickly and easily.
  • Contracts are Importable, Exportable, and Reportable, to enable effective management.
  • See all Support Cases that relate to the Contract from within the Cases tab; from the People tab, you can view the relationships that third-parties have to this contract.