ProductCustomer Accounts
Contracts
Define commercial terms tied to customer accounts and projects.
Overview
Contracts define commercial terms tied to customer accounts and projects.
Where in the app
/c/companies/:companyId/customer-accounts/contracts/c/companies/:companyId/customer-accounts/contracts/:contractId
Step-by-step
- Open an account Contracts tab. (UAT-C-CA-CONTRACT-001)
- Create contract with dates and billing rhythm. (UAT-C-CA-CONTRACT-001)
- Link to projects or opportunities. (UAT-C-CA-CONTRACT-001)
- Track renewals and archive when ended. (UAT-C-CA-CONTRACT-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CA-CONTRACT-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CA-CONTRACT-001)
Permissions and modules
Contract CRUD on customer accounts.