Introduction
The contract list is where you will find all the various contracts your company has registered. Here you will find all contracts with customers, suppliers, and partners. Access to the contract list will be based on the user role contract manager in admin.
Contract List
Each contract will be located under the corresponding company's workspace. You can find the contract list in the CRM hub. The contract button will take you to the contract list.
To open an existing contract, click the link icon in the link column.
New
Clicking on "+ New" will open the form that allows you to register a new contract.
| Field | Description |
|---|---|
| Contract title | Required field. Add a brief description of the contract |
| Contract type | Add the type of contract (usually customer, supplier, etc.) based on the setup in admin. For each contract type, admin can design a QCP |
| Company | Required field, select the company the contract belongs to |
| Main contact for the contract | Add a contact that is related to the company |
| Contract manager | Select a person who is responsible for the contract |
| Status | Select one of the available statuses for the contract. A system admin can add or change the options |
| Start date | Enter the start date for the contract |
| End date | Enter the end date for the contract |
| Follow-up date | Enter the next follow-up date for the contract |
| Description | Write a brief and informative description of what the contract covers |
Ongoing Contracts
Ongoing contracts is one of several available list views. The ongoing contracts view is located at the top of the list on the right side.
Contract Workspace
To open the contract workspace, click the link icon in the link column.
The design of the contract workspace is almost identical to a project workspace, but the contract is located under the corresponding company's workspace.
The company name is displayed at the top left corner (in the example below, it is Ekv Code AS)
Main Components / Web Components
The contract workspace has the following components:
Quick menu on the left side
Works in the same way as for projects with some differences. The contract workspace is a subpage of the corresponding company's workspace, so the Home button will be a quick link to the company's workspace. The same applies to Notebook, Planner, contracts, leads, QHSE cases, documents, and approved documents.
Timeline
The timeline is used to display and add notes, tasks, emails (an additional feature in Business Online), and relationships.
Information Card, External Contacts, and Internal Resources
The information card displays the general information about the contract.
External contacts and internal resources can be added to the contract workspace by clicking "Add" or "Create".
Documents
The top document library (quick view) is used for regular contract documents.
The bottom document library will contain the approved contract documents.
⚠️
For approved documents from Contracts to be saved in the correct folder, it is important that they are sent for approval directly from the document quick view.
Approved documents from the left quick menu are for the company's approved documents.
Comments
0 comments
Please sign in to leave a comment.