contracts in centrahubcrm

Generating Contract

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field-description

Field Description for a New Contract:

  • Contract Info Fields:
Contract No

Enter Contract No provided for service.

Contract Name

Enter the name of the contract for the product.

Description

Refers to the general description of the contract.

AMC or PMC

Select either AMC or PMC.

Active CheckBox

Select Active CheckBox to keep the contract active.

  • Customer Info Fields: Customer info fields refers to the details of Account. (Account here refers to the Client )
  • Contract Type: Select the Contract Type. (Either AMC or PMC)
  • Customer Assets Fields:
Product

Select a Product from the drop-down list.

Serial No

Serial No is automatically displayed when you select the product.

Request Template

Select the Request Template from the dropdown list.

  • Billing Info Fields:
SLA

Select the SLA from the dropdown list.

Amount

Amount refers to the price of service contract.

SLA Price

Refers to the price of SLA.

Preferred Exec

Refers to the executive handling the service of the contract.

Max of

Refers to the maximum number of visits provided during the contract.

No. of Hours

Refers to the total number of service hours allotted for service provision during the contract.

Warn before visits

Set the warning provided before the visits are expiring.

Warn before hours

Enter the warning provided before the hours are expiring for service.

  • 4. Click the Finish button to save the contract. New Contract is created.
1. Edit

To edit the saved Contract.

2. View

To select the view layout of Contract page.

3. Look in

Shows the users having access to that page.

4. Go

To search Contract by name.

5. New Contract

To make a new Contract.

6. Actions (3 Dot)

To perform various actions.

7. Split

To view Contract in list view or split view.

8. Filter

To find any specific Contract using the filter option.

detailed information of a service contract
1. Edit

To edit details regarding any Contract.

2. Delete

To delete any Contract.

3. Clone

To clone the selected Contract and enter the desired details.

4. Renewal

Click on renewal option for direct renewal of your Contract.

5. Activity Stream

Shows a history of actions with reference to the Contract.

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