Contracts
The Contracts section facilitates the management and organization of contractual agreements between the company and its clients.
Key Features:
Overview Interface: Upon entering the Contracts section, users see an organized layout with the following information:
Duration: Filters for start and end dates.
Client: Dropdown for selecting the client involved in the contract.
Contract Type: Option to specify the nature of the contract.
Data Table: Displays contract records, including:
Subject: Title of the contract.
Client: Name of the client.
Project: Associated project.
Amount: Financial value of the contract.
Start Date & End Date: Duration of the contract.
Action: Options for further actions on the contract (e.g., view, edit).
Add Contract Functionality: Users can create new contracts by filling out a detailed form, including:
Contract Number: Unique identifier for the contract.
Subject: Title or description of the contract.
Description: Detailed information about the contract.
Dates: Start and end dates.
Contract Type: Selection of the type of contract.
Contract Value: Financial amount and currency.
Client Details Section: Captures essential information about the client, including:
Cell and Office Phone Numbers
Location Details: City, State, Country, and Postal Code.
Alternate Address: For additional client location information.
Notes: Space for any relevant remarks or details.
Purpose
The Contracts section streamlines contract management, ensuring that all agreements are documented, easily accessible, and organized for efficient retrieval and management within the organization.
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