Reviewing Organization Contracts
A Contracts page is available which lists the Contracts you have created for you Organization by Account. You can quickly search for individual Contracts or for those belonging to a specific Account, and then review a Contract's period together with a read-off scale showing the Contract's percentage completion.
This topic explains how to access the Contract's page for your Organization and review your Account Contracts.
To access the Contracts page and review Account Contracts:
1. In the Console top navigation, select Accounts:
The Accounts page opens.
2. Select Contracts:
3. The Contracts page opens:
4. Use Search contracts to search for individual Contracts:
From here, you can:
Use the Name hotlink text to open a Contract's details page.
Use the Account hotlink text to open the page of the Account the Contract belongs to.
Check the Start date(inclusive) and End date(exclusive) configured for a Contract and read-off a Completion % to date of the Contract's period.
5. Use the Select account drop-down list to filter the list by Account:
6. If you want to manage a Contract directly, under Actions you can Edit or Delete a Contract. See Creating and Managing Contracts.
Additional Support
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