|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?
|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 firstname.lastname@example.org 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.
|Posted: Thu, 04.08.2011 - 15:05|