How to change the default contract settings [Video]
In this training video, you can learn how to add or change the default settings for a contract. This includes adding default finance lines and checklist items to a contract.
In Brief
Navigate to Settings → Contract Type Defaults and chose the relevant contract type
The Events tab allows you to add default installation appointments into a contract, meaning you just have to assign them within the diary
Within the Finance tab you can change the default finance lines and add extra lines if required. You can also set up the tax and nominal codes for these lines
Within the Checklist tab you can set up a default checklist for a contract type*
*Please see the video, “How to use checklists”