Service Agreement Integration

customertrax 1. Handle CRM 1.0, x. Uncategorized

 
 

Service Agreements can be viewed in Accounts.

 
 

You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search.

  1. Select Rental Contracts from Navbar
  2. Create search
     

  3.  
     

  4. Available fields to search by
    1. Agreement ID
    2. List Price
    3. Sell Price
    4. Description
    5. Begin Date
    6. End Date
    7. Invoice #
    8. Invoice Type
    9. Invoice Date
    10. Contact Code
    11. Stock #
    12. Reg #
    13. Pin #