Use the
Contract tab to associate one or more
contracts with a contact. You associate a
contract record with a contact record when you add it to the
Contracts grid. Both records reflect the association.
Contents
A
contract record must exist in your database before you can associate it with a contact record.
Contracts Grid
The fields on the grid display information from the
contract record in the
Contract Info Center.
| Field | Description |
|---|
|
Contracts Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Associate
|
Click this option to add a
contract to the
Contracts grid.
|
 Remove
|
Click this option to remove a
contract from the
Contracts grid.
|
|
Contract
|
This field displays the
contract number.
|
| Name
|
This field displays the
contract's name.
Click
Edit to use the Text Editor to enter information.
|
| Role
|
Click in this field and use the drop-down list to select the contact's role on the
contract. If the contact is entered in the
Primary Contact field on the General tab of the associated
Contract Info Center record, the role displays as
Owner. You define contact role options in Code Table Configuration.
|
| Description
|
Enter additional information about the contact's role on the
contract.
Click
Edit to use the Text Editor to enter information.
|
