Adding contacts to a contract

Attaching a contact to a contract lets you define the list of personnel who you commonly work with when creating a contract.

To add a contact to a contract

Access Contract Management > In Progress tab.
Select a contract that you want to add a contact to.
Click the Contacts tab.
Click Helper List.
Select a contact and click Attach Contact to Contract.
On the Contract Contacts And Contact Types form, use the following guidelines to enter field values:

Contract Type

Type or select a contract type to assign the contact to.
Click Save.