Screens

Use Info Center screens and dialog boxes to create and work with records.

Related Topics:

  • Contract Info Center Form
    Use the Contract Info Center tabs to enter and review information about your contracts, link related files and Info Center records to your contract records, and schedule contract activities.
  • Advanced Lookup
    The Advanced lookup offers additional search options and the ability to concatenate search criteria.
  • Create Contract From Dialog Box
    Use the Create Contract From dialog box to create a new contract record from an existing contract record, a contract template, an opportunity record, or a combination of an opportunity and a contract template.
  • Create Phase From Dialog Box
    Use the Create Phase from dialog box to create a new phase from an existing contract phase record or a contract template.
  • Create Task From Dialog Box
    Use the Create Task from dialog box to create a new phase from an existing contract task record or a contract template.
Parent Topic: Contract Info Center Overview