Using the Contract detail view

Use the Contract detail view to see, add, or edit information for a selected record. The detail view consists of information boxes, tabs, and a user-defined middle section.

You can copy information from an existing contract to create a new one. If you use the Copy, Infor CRM SLX copies information from the original record.

Note: The security access determines what functions are available. Contact system administrator for any access rights changes. Web Viewer users cannot access full functionality.

To access the Contract detail view, you can click Contracts on the Navigation Bar to access the Contract list view. If required, use the Lookup to locate a contract and click the Reference Number.

On this page you can:

Use the Lookup to search for records. See Using lookup
View a group. See What are Groups?
Click List View on the toolbar, to switch to the Contract list view.

The Task Pane contains the Common Tasks section. In this section, you can:

Use Mail Merge in the web client. See Using Mail Merge in the web client
Email. See Emailing contacts or leads
Add Note. See Adding a note
New Meeting. See Scheduling or modifying an activity
New Phone Call. See Scheduling or modifying an activity
New To-DoScheduling or modifying an activity

Information fields

The Contract information fields contain the primary information about the contract. Users with appropriate permissions can edit these fields. See Contract information fields

Detail view tabs

Each tab shows specific information you can use for contract related activities. Click a link to see more information about each tab.


Attachments	Comments	Covered Assets
Tickets	More Tabs

User Defined section

You can drag and drop tabs into the user defined middle section. The tab remains there until it is moved back to the lower section. See Dragging and Dropping