Use the
Contracts tab to keep track of the
contracts awarded to your firm as a result of the marketing campaign. You associate a
contract record with a marketing campaign 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 marketing campaign 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 name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
