Contract Properties

1.

From the Select Actions drop-down list, choose New Contract Property. The New Contract Property window displays.

2.

Enter a Property Name

3.

Click the drop-down list and make selections for the following:

4.

Specify the UI Order.

5.

To display the property, select Is Visible.

6.

If the property is required, click Is Mandatory.

7.

To associate multiple records, click Is Multiple.

8.

When all selections/entries are made, click Add.

Not all functions include an option to edit record line items shown in the main window.

1.

Navigate to the window containing the record to edit.

2.

Click the line containing the record. The applicable window or dialog box displays.

3.

Make the necessary modifications.

4.

Click Save or Add, as applicable.

When editing an existing item, other options may be available, such as adding Tasks, Comments, and Attachments and viewing History.

The options change based upon the function; therefore, not every option may be shown.

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).