Using the Account Detail View Contracts Tab
The Contracts tab on the Account Detail view allows you to see specific contract information for the account in one location. You can use this tab to verify contract information rather than opening each contract separately.
In addition to viewing contract information, you can open a contract record to make changes or insert a new contract for the account.
To use the Contracts tab:
-
Do any of the following:
- To see contract notes, select the contract for which you want to view the notes.
- To open the contract,
click the
of the
contract you want to open.
The Contract Detail view opens.
- To create a new
contract, click
.