Editing Maintenance Contracts
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* '''Site''' and '''Billing''' tabs – This is pulled from the customer record for the customer selected. | * '''Site''' and '''Billing''' tabs – This is pulled from the customer record for the customer selected. | ||
− | * ''' | + | * '''Contact''' # - This field will be auto-populated with a contract number once the contract is saved. If you would rather manually type in a number, you have to provide the user permission to “initialize numbers” in the user group settings. |
* '''Date of Expiration''' – Select the date the contact ends. You can also click + to select the period (e.g. 30 days, 1 year) and SME will update the date. | * '''Date of Expiration''' – Select the date the contact ends. You can also click + to select the period (e.g. 30 days, 1 year) and SME will update the date. |