Adding a Contract to a person or organisation:
- Step 1: check the person / organisation exists on the database - open Contacts. Important to remember that a person / organisation only needs to be added once. Any number of Contracts can be linked to them. (Image 1)
- Step 2: click the Contract tab to view existing contract - click the Go button to edit / view (Image 2). Note: the Financial, Equipment and Incidences tabs which are related to the specific contract you are viewing (Image 3).
- Step 3: to add a link to the actual contract (i.e. MS Word / PDF document) you need to create a Hyperlink. From the Contact form (Image 1), click Navigation > Hyperlinks. Click the Browse button to locate the document on your server (Image 4).
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Image 1: checking to see if the person / organisation is already recorded
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Image 2: Contracts tab to see contracts associated to the person / organisation
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Image 3: view or edit the Contract details.
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Image 4: use Hyperlinks to locate the MS Word or PDF document on your server
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