Customer Forum

Creating Contracts

External Posted: 2011-08-04 11:26


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


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 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