Contracts are associated with accounts and contacts. You can create contract from an account, search, view, edit, or delete contracts associated with an account.

Prerequisite

Based on user roles, the administrator has assigned View All, Read, Create, Update and Delete permissions on the Account and Agreement objects. For more information, see Managing Roles and Permissions.

To create a new contract for an account

  1. Click the account name link to open the Accounts Details page.
  2. Click Create New Contract. For more information, see Creating a Contract.

To view the contract details of an account

  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click the account name link to open the Account Details page. 

  4. Select the Contracts tab. You can view the list of contracts associated with the account.

    Select the View All button to display more than 50 records.

  5. Click the contract name link to open the Contract Details page. You can view the account and primary contact associated with it on the Contracts Details page.

To edit a contract associated with an account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contracts tab, click the More icon () next to the contract you want to edit.
  3. Select Edit.
  4. Update the required details and click Save.

To delete a contract associated with an account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contracts tab, click the More icon () next to the contract you want to delete.
  3. Select Delete.
  4. On the "Delete Agreement" popup, click Confirm.

To search account's contract details

You can search contract details of an account using the basic search or advanced search.

  1. Go to the Accounts Details page.
  2. On the Contracts tab, select View All.
  3. Enter a search term in the search bar and press Enter.
  4. Click the Advanced Search icon () to apply filters to your search results and display the Advanced Search window.
  5. Click Add Criteria.
  6. Select a field to be used in the filter criteria.
  7. Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.

  8. Enter the value of the field. The type of value field depends on the field selected.

  9. To add another filter, click Add Criteria and repeat steps 6, 7, and 8.

    Click the delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  10. Click Apply. CLM returns the accounts that match the criteria.

To configure view setting

View Setting allows you to control which columns are displayed in the grid and rearrange the column order.

To add or remove columns from the grid

  1. Click the View Setting icon (). The View Settings window appears.
  2. To add a column to the grid, highlight it in the left section and click the plus-sign () icon.
  3. To remove a column from the grid, highlight it in the right section and click the minus-sign () icon. You can use the search box available above the section to search for a specific field.
  4. To add or remove more than one column, press Ctrl-Click or Shift-Click to highlight the columns, then click the left and right arrows.

  5. To add or remove all columns, click Insert All or Remove All.
    At least one column must be displayed in the grid.

  6. Click Apply to close the dialog and apply view settings to the grid.

To rearrange columns in the grid

  1. Click the View Setting icon () to open the View Settings dialog.
  2. In the right section, click and drag a column name to move it before or after another column in the list. 
  3. To move a column up or down one place in the order, hover your cursor over the column name and click the up or down arrow.
  4. To change the position of more than one column, use Shift-Click to highlight the columns and click the up or down arrow to the right of the section to move the selected columns.
  5. Click Apply to close the dialog and apply view settings to the grid.