View and add contracts
The element ‘Contracts’ of the Sales tree contains an overview of all contracts from all projects. With the tabs, you can sort the contracts for current contracts, expired contracts, future contracts and all contracts.
The table with contracts displays the name of the relation, the project, a possible begin and end date of the contract and the amount. On the right side, you can delete a contract with . If a document was added when signing the contract, you can download this with .
Add a contract
It is also possible to add a new contract to a project. To do this, click on ‘New contract’ in the toolbar. Enter the following information:
- Begin and end date
- Document (not required)
- Comments (not required)
Click on ‘save’ to confirm.