The Contract Management module allows “Contacts” to be extracted from the Contacts module. These “Contacts” can then be used to issue Documents such as Tenders and Contracts.
1. Ensure you are in Contract Management
2. Open an existing Contract (or create a new one)
3. For example we will open our contract created in an earlier exercise, 50 Groundworks for Shed
4. Click on the Contacts tab
5.
Click on the Contacts button on the toolbar
This will open the
Contacts module
6.
Click in the Company field, enter the name of the contact, and click on Search
For example enter [Legal Eagles] and click on search, click No for secure
contacts
7.
Select the Contacts that you wish to export to the Contract
For
example choose the [Joe Bloggs] contact
8. Click on the Contract button on the Toolbar
9. Click No to the Add More contacts? message
10. Return to
the Contacts tab on the Contract Maintenance and click on Refresh
The
contact we have just added will appear in the window
11. Click on OK to save and close