• Contracts Templates

    2022-05-09 4:01 PM
    In order to make the contract process creation easier, in CRM you can create predefined HTML templates that can be used each time a contract is created. Create contract template...
  • New Contract

    2022-05-09 4:02 PM
    New Contract Click on the aside menu Contracts link and on the left side there is a button Ne...
  • You can set contract notifications by going on Setup -> Settings -> Cron Job -> Contracts. Only contract creator or admin will receive expiration notification for a spec...
  • Renewing Contract

    2022-05-09 4:02 PM
    You can renew contact by clicking on edit contract and on the right upper side click Contract Renewal History and click Renew Contract. After that modal will be opened and the values will be auto populated. You need only to check the values...