Contracts
Last updated
Last updated
Step 1: In the top-right side of the page, click "Add".
Step 2: Fill in the relevant details and click "Save" to create new contract information.
Customers: The user can only select the customer that they have permission to view. (According to pool and sharing settings)
Expiration reminder: If the creator selects [Yes], a message will be sent to the account executive at 9:00 a.m. on the reminder date.
Remark:
As long as the users have the permission to access the [Contracts] menu, they are able to create new contracts.
IM Screenshot
The user can view all the contracts of the customers that they have been granted permission to view.
Step 1: Open the details page, it will appear in a pop-up window on the right side of the page. Option 1: Click on the data row directly.
Option 2: On the right side of the data row, click on "more ···" and then click "View".
Click on the field [Customer Name].
The customer information details will be displayed in a pop-up window on the right side of the page.
Step 1: On the right-side of the data row, click more ···, and click "Edit".
Step 2: Modify the details and click "Save" to implement the new changes made.
Remark:
The contract creator can edit the data they've created and/or the contract created by other users but the current user has the customer's data edit permission.
Step 1: On the right-side of the data row, click more ···, and click "Delete".
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Open the Contract details, and it will display on the right-side of the page.
Option 1: Click on the data row directly.
Option 2: Go to the right-side of the data row, click more ···, and click "View".
Step 2: Click on the "Log" tab to view the log details.
The log data can be filtered by log type through the operation type, by the creation time using the existing time filter, or by customizing the range with the "Time range" button. Additionally, the [Search log] search box is used to search for log content.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
The system will automatically generate and download the exported data in Excel format onto the user's device.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data.
The user can also export the desired data by filtering, searching, and applying query conditions before the export.
Click on "More filters" to view more filtering option.
The users is able to filter contract with contracts' name that are similar/matched to the text entered in the search box.
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Step 1: Click on the 
icon next to the search box.
Step 2: Fill in the relevant condition and click on "Search".
Payment Information: The user may add as much payment information as they like by clicking to add more rows or to remove rows. Payment information can also be imported using just like the standard import function.
