Contract Agreements
Records all Contract related Agreements. The added records can contain details who the agreement is with, the status of the agreement, and any attached records for historical data retention.
Add a Contract Agreement:
Under the ‘Contract Menu’ select the ‘Agreements’ tab.
Select the ‘Add’ button in the Agreements table to add a new record, information relating to the organizations name, number, status etc can be entered.
Click ‘Save’.
The OneOffice Legacy Package must me installed to use this feature.