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.LabelDefinition
Customer Information
1<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
2DescriptionDescription of the contract.
3TypeType of the contract. See the System Settings: System Tables - Contract article for more information on configuring Contract Type options.
4CreatedDate the contract was created.
5Created ByRep 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.

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