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

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 Video (3:34)

    • Related Articles

    • Adding a Party to a Contract Record

      When entering a new contract record, you will add parties from the address book.  The first section of this guide describes the steps for adding an existing address book entry to a contract record.  The second section provides steps for how to add a ...
    • 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 ...
    • Adding a New Entry in the Address Book App (Video)

      You use the Address Book app to capture contact information for people and organizations inside your business as well as external organizations with which you might have a contract.  Follow these steps to add an entry to the Address book app. Play ...
    • Using & Viewing Multiple Datasheets (Video)

      Multiple datasheets provide a historical view of the contract record.   When a collection of datasheets is used, you can capture changes over time such as a renewal, change in responsible parties, or a change on a custom tab.   This video ...