Follow

Where can I view if a customer has a Contract?

All Contracts can be found in the Customer information once you are assigned to a call. You will need to select the Customer button, as seen below.

customer.jpg

Then stay on the Location screen and scroll down.

Finally you will find the "Contract" box which will have the information for the Contract.

contract.jpg

Note: You will not be able to view the Contract information if you perform a Customer Search, only if you are assigned a call for that Customer.

Powered by Zendesk