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Accessing Level 1 from Other Screens

893 bytes added, 19:39, 10 September 2007
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When you configured the [[Application|application]] you enabled Level 1 items to be added from the account window.

[[Image:Uta79.png]]

1. Go to '''any account''' in the system.

2. Click the '''New''' [[Menu|menu]].

[[Image:Uta80.png]]

The '''Contract''' entry is displayed at the bottom of the new item list.

3. Click '''Contract'''.

The Level 1 item window is displayed with the account name automatically added.

[[Image:Uta81.png]]

There is no need to save this record.

4. Click on '''Contract Tracker''' in the left menu.

==Summary==

You have now created a simple '''Contract Tracking''' application.
* This application can handle different type of contracts with different statuses.
* Some [[Custom Field|custom fields]] have been added that are common to all contracts.
* Two contracts have been added.


[[Category:Universal Tracking Application]][[Category:Applications]]
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