Adding a Party to a Contract Record

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• Adding a Party to a Contract Record (2 Part Video)

  There are two parts to this tutorial.  Part 1 will cover how to add a party to a contract record from an existing Address Book entry. Part 2 (starts at 1:34) will cover how to add a party to a contract record that is not in the Address Book yet. Play ...

• Adding a New Address Book Entry from the Datasheet Tab

  If you are entering a new contract record and adding a party that you have not contracted with before, you must create an address book entry for a person or organization before they can be associated with a contract record. To maintain the integrity ...

• Entering a New Contract Record

  Contract records can be entered at any stage in the contracting process. This guide provides the steps for entering a new contract record from the Contract app. Please note this is a manual entry process meaning there is no routing or workflow ...

• An employee has left and I need to add the new employee in his/her place on the contract record, how can I do that?

  System Administrators can use a utility called Contract Address Book Substitution that will replace or remove any party of any contract record in Ntracts. From the Administration menu, hover over Utilities, and then select Contract Address Book ...

• Administration Menu - Contract Address Book Substitution Utility

  The Contract Address Book Substitution utility enables you to replace or reassign an individual as it appears within the Primary Party, Affiliated Party, or Responsible Party fields, for example.  The system searches for and replaces the name with a ...