Contract Notes
On the Notes page of the contract, notes are created automatically when one of the following events occurs:
- The contract is renewed
- The contract is set to In Compliance or Out of Compliance
- A service or service bundle was added or removed
- The number of units under the contract was changed
Contract notes can also be added manually. Do the following:
- To open the page, use the path(s) in the Security and navigation section above.
- Open the New Contract Note and populate the following fields: