Customers often have additional business information associated with a contract, such as service plans, invoices, or other operational data. They want this business information created as separate objects in the CLM application, and each record linked to a contract.

Currently, CLM supports managing custom objects that are linked to Agreement objects. The Related Items functionality provides a place to manage these custom object records within the context of a contract.

Administrators must create custom objects in the CLM application and link them to a contract by adding a reference field to the Agreement object. This reference establishes the relationship between the contract and the related child object records. Based on this relationship, CLM displays the related records on the Contract Details page. For more information on creating a custom object and reference field, see Creating and Managing Objects and Creating and Managing Fields.

The Related Items tab on the contract details page displays a list of records from various custom objects related to the record. From this tab, you can view, create, and edit custom object records in a unified workspace.

Administrators can configure page layouts for custom objects using CX Studio. When users add or open a record from the Related Items tab, CLM uses the configured layout for that object.