- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Displaying & Adding Contracts
Displaying Customer Contracts
Clicking on Start > Finance > Customer Contracts displays the Customer Contracts Landing Page.
The Customer Transactions Landing Pages displays a choice of views:
- My Contracts - all those Customer Contracts that are either assigned to you or that have been marked to appear in your My Contracts view using the Watch functionality.
- All Transactions - all the Customer Contracts on your database.
To open any of the records displayed in the views above, hover over either the Customer Contract Reference or Name field until it becomes underlined and click on it.
To create a Customer Contract you can:
- Click Start > Finance > Customer Contracts and choose New Contract; or:
- Open the customer record (either a Person or Organisation), open the Transactions tab and click New Customer Contract; or:
- Open an existing Customer Transaction document (either a Quotation, an Order or an Invoice) and use the Copy Document function to generate a new record. This option will copy the information from the header of the originating document plus copying any Line Items for which a Start Date and End Date have been specified.
NOTE: You can create custom fields for your Contract Line items to record details such as the serial number of a piece of equipment, the consultant delivering a particular service, the location of the product and so on. If you make these fields 'searchable' it provides a really quick way to find specific items within a Contract.
If you want to copy Line Items from an existing Transaction Document, remember to activate the Start and End Date columns in the Line Item grid first.
Initially the Contract is given a status of Draft and the Line Items are given a status of Inactive. To activate the Contract, click Save & Complete. If the Contract is in date (ie, the current date falls within the Start and End dates of the Contract), the Contract will show a status of Active.
Similarly, Line Items for which the current date falls within the Start and End dates, will be shown as Active. Conversely, the Contract (and any Line Items) will be shown as Inactive if the current date is outside the Start/End dates.
In addition, users with the relevant Capability (ie, Edit Posted Customer Contracts) can Suspend or Close a Contract using the Actions button. These Suspended or Closed Contracts can be resumed using the Actions button.
NOTE: If you are importing Contracts, ensure that the status of all Contracts to be imported is either Draft or Posted. When these Contracts have been imported they will then show as Inactive, Active, Suspended or Closed, but it is important to make sure that they are either in Draft or Posted state when you're importing.
Adding People and Organisations to Contracts
If you'd like to record the relationship/role that People and/or Organisations on your database have in respect of a Contract, you can record these by opening the People and/or Organisation tabs and clicking Add Relationship.
By default, the choice of relationships for People is:
- Primary Contact
- Accounts Contact
- Commerical Contact
- Technical Contact
and for Organisations the choice is:
but, if required, these options can be amended to fit your business needs by your System Administrator.