Find a contract on a customer or a subscription

A customer's Dokument tab lists every contract tied to that customer above the files, each on its own row with its status and date. Choose a row to open the contract, so one still waiting for a signature is as easy to find as a signed one.

You do not link a contract to a customer yourself. A contract belongs to the customer on the record it was made from: a deal, a project, a contact or the customer itself. A contract made with no record behind it is not listed on any customer.

A subscription's Dokument tab lists the contracts made from the deal it came from. To add another, choose Bifoga kontrakt, search for the contract and pick it. Use Ta bort från den här prenumerationen to take off one you attached. A contract from the subscription's deal stays, because it comes from the deal.

Only people who can open Kontrakt see these rows.