Contract Details Page

The details of the contract added by you, while creating the contract are displayed under Contract Details page. From this page, you can view the contract details, renew the contract when the contract expires, and also print the contract details.

To view the contract details page,

1. Click the Contract tab in the header pane.

2. From the List View, select Contract Name link of the contract  to be viewed. The View Contract details page opens.

Contract Details

This block displays details of the contract that was entered at the time of creation. The details include the name of the contract, contract number, name of the user who has created the contract along with the date and time, the status of the contract and the date when the contract is going to expire. The details also include name of the account to which the contract is associated, the active period of contract, the services offered in the contract, the support plan and the support type. The SLA's configured for the support plan is listed under the SLA Details block. To view the account details, click the link of the Account Name. The page redirects to the Accounts tab where you can perform edit and delete operations. You can also view the contract related documents attached with the contract.

If you have enabled notifications to be sent to users before the contract expires, then the Notification block appears. The contract expiry notification can be customized in Admin -> Notification Rules -> Contract sub tab.

Adding Tasks

The Tasks associated to the account are listed under the Task block. Click the Title link of the task to view the task details. The page redirects to the Activities tab, from where you can perform edit and delete operations. You also have an option to add new tasks from this page. Refer Add New Task to know more.

Adding Events

The Events associated to the account are listed under the Events block. Click the Title link of the event to view the event details. The page redirects to the Activities tab, from where you can perform edit and delete operations. You also have an option to add new event from this page. Refer Add New Event to know more.

Contract Renewal Details

The renewal details of the contract can be viewed under the Renewals tab. The renewals are listed in ascending order of active period as and when the contract is renewed. The latest renewal details will be displayed in green color while the older renewal details will be listed in blue color in a non-editable mode. You can click icon to view the older renewal details. The details include the active period of the contract, the total cost, the services offered, the support plan, the products associated, and the attachments related to contract. You can edit the latest renewal details by clicking the Edit button. The page redirects to the Edit Contracts page where you can edit the contract details. Refer Renewing Contract to know more.