Creating a contract for a customer type

  1. In the navigation panel, go to Relationships then Contracts.
  2. Click on button New
  3. Enter the Name of the contract
  4. Enter the long Description of the contract
  5. Enter the Start and End Date for this contract
  6. On the products tab, make the appropriate flags and settings according to how you want the contract running towards products 
  7. On the Cards tab, turn OFF the flag for All Customers
  8. On the Card Type list and select which card type this contract is going to apply to
  9. Click on Workflow Status drop down and select Active
  10. Click on button Save and Close.

This contract is now up and running.