View Contract: Stage
The Stage panel on the right side of the Contract Details screen allows you to view additional details for the contract.
| Basic information for the contract and several tabs to manage the contract display on the main Contract Details screen. See the View Contract: Details article for more information. |
Whether or not the stage displays on the Contract Details screen is controlled by the Show the Stage/Hide the Stage icon in the top toolbar.
Each field on the contract Stage is defined below. Each section within the stage displays collapsed for easy navigation.
| No. | Label | Definition |
| Ask Rev.ii | ||
| 1 | Ask Rev.ii | Rev.io's in-app AI assistant. For more information about using our in-app AI tool, see the AI-Powered: Ask Rev.ii Widget article. |
| Customer Information | ||
| 2 | <Customer> | Information for the customer account where the asset belongs. See the Customer Information Section article for more information about the fields on this widget. |
| Contract Details | ||
| 3 | Description | Description of the contract. |
| 4 | Type | Type of the contract. See the System Settings: System Tables - Contract article for more information on configuring Contract Type options. |
| 5 | Created | Date the contract was created. |
| 6 | Created By | Rep who created the contract record in your database. |
These actions are available on the contract Stage.
- Collapse or expand the Stage side panel by clicking the Stage icon in the top toolbar.
- Gather insights about the contract by clicking the Ask Rev.ii dropdown and choosing a prompt to view an AI analysis of the activity on the contract. For more information about using our in-app AI tool, see the AI-Powered: Ask Rev.ii Widget article.