Managing Contact's Contract Details

Contracts contain the contact information of an individual or business units. You can search, view, edit, or delete contacts of a contract.

Viewing a Contact's Contract Details

You can view a contact's contract details.

Click the App Launcher icon ().
Select Contacts from Shared Apps.
Click the contact name link to open the Contact Details page.
Select the Contracts tab to view the list of contracts associated with the contact.

Note:
Click the View All button to view more than 50 records.
Click the contract name link to open the Contract Details page.

You can edit a contract associated with a contact.

You can delete a contract associated with a contact.

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

Go to the Contact Details page.
On the Contracts tab, select View All.
Enter a search term in the search bar and press Enter.
Click the Advanced Search icon () to apply filters to your search results and raise the Advanced Search window.
Click Add Criteria.
1. Select a field to be used in the filter criteria.
2. Select an operator from the drop-down menu. 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
3. Enter the value of the field. The type of value field depends on the field selected.
To add another filter, click Add Criteria and repeat step # 5.

Note:
Click the Delete icon () next to the search query to remove the search criteria.

Click Remove All to remove multiple search criteria.
Click Apply.

CLM returns the accounts that match the criteria.