Many aspects of Contracts can be adjusted as desired, for example the adaptation of field names, the addition of contract types, statuses, procedures, notifications and free fields. Although these functions have a huge positive influence on the user experience, they are not required to be able to start working with Contracts.
Set properties of Contracts
- Navigate to Admin > Contracts settings > Tables.
- Choose one of the settings below that you want to change.
- Contract field names, visibility and sort order
- Custom fields
- Contract notifications
- Contract types
- Contract statuses
- Contract procedures
3. Follow the explanation and steps in the selected article.