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Creating a contract for a customer type
Creating a contract for a customer type
- In the navigation panel, go to Relationships then Contracts.
- Click on button New
- Enter the Name of the contract
- Enter the long Description of the contract
- Enter the Start and End Date for this contract
- On the products tab, make the appropriate flags and settings according to how you want the contract running towards products
- On the Cards tab, turn OFF the flag for All Customers
- On the Card Type list and select which card type this contract is going to apply to
- Click on Workflow Status drop down and select Active
- Click on button Save and Close.
This contract is now up and running.