Skip to content
English
  • There are no suggestions because the search field is empty.

"Action" button of the contract

The action button contains all the functions available on a contract.

On a contract you can:

  • Duplicate: duplicate the contract to create a new one picking up all or some of the components you require.
  • Delete: deleting a contract causes a cascade delete of all associated elements (invoices, activities, expenses)
  • Assign:
    • A named employee
    • A BU / Team (if the function is active): a mass group of people at a single price
    • A salesperson
    • An administrative officer
  • Manage due dates: schedule due dates or an invoicing schedule
  • Add a purchase: single or recurrent 
  • Join a documentation: by downloading - no size or quantity limit
  • Add information: on assignments or invoices cancelled for example