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121) Contracts

SELECT FROM THE MENU BAR CONTACTS THEN SETUP THEN SETUP CONTRACTS

 

Enter a label for your contracts.  What you enter here will label your contract button in your contract screen.  

 

In the initial screen you will be able to add, edit and delete the different types of Contracts (Transactions) you want. 

 

Use the new contract button to add a contract and the edit and delete buttons to edit and delete a contract.

In each setup screen you will be able to name the contract, name each user defined field available and actually distinguish which fields you want to be visible.  It is recommended to leave some user defined fields not visible if it helps with the over all look of the screens as well as the data entry flow.

Make sure to save your changes.

USING CONTRACTS

You can Add, Edit, Delete and recall all Contracts created for a specific contact only from the contact screen.  When you have a contact recalled in the contact screen select the Contract tab found on the bottom of the screen.

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