Accessing Level 1 from Other Screens

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When you configured the application you enabled Level 1 items to be added from the account window.

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1. Go to any account in the system.

2. Click the New menu.

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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.

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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 fields have been added that are common to all contracts.
  • Two contracts have been added.


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