Skip to main content

Can I add multiple contracts / agreements to the same customer?

How to add additional contracts / agreements / services to existing customers - How to add a new contract - How to add a new agreement.

Lance Wight avatar
Written by Lance Wight
Updated over 7 years ago

Yes. Go to the customer's profile and then click on the current contract on the top right of the screen. A window will pop up showing the existing contracts or if there are no other contracts, it will give you the option to create a new contract.ย 

You can tell which of your customers currently have multiple contracts in two different ways:

  1. By going to customers->view/all, you will see this icon next to a customer that has multiple contracts .

ย  ย  2. When you open a customer's profile, you will have a screen pop similar to this one that gives you the option to select which contract you want to view. This won't pop up for another 15 minutes.

Did this answer your question?