Contract Clauses are pre-configured template statements which can be used to add non standardised information to a contract or venue rental report. The clauses are configured using Note Classes and can be manually added to a contract, or assigned to contract types, to be automatically added to the contract when a contract type is assigned.
To add a Contract Clause Note Class template see Manage Contract Clause Note Classes.
In this article:
- Add a Contract Clause to a Contract
- Copy a Contract Clause to Another Contract
- Edit a Contract Clause on a Contract
- Delete a Contract Clause on a Contract
Add a Contract Clause to a Contract
- Navigate to Events and find the event with the contract to be updated.
- Right-click on the event and select Edit. The Edit Event window opens.
- Select the Contracts tab.
- Find the contract that needs the new clause.
- Right-click on the contract and select Add > Add Clause. The Add Clause window opens.
- Enter the necessary information:
- Class: Select the contract clause note class to be used as the clause template. This note class will be configured with text for the contract clause.
- Label: Description of the contract clause for contract reports.
- Title: Title for the contract clause. Defaults to the title for the selected note class.
- Sort Sequence: Enter a number to manage the sequence of where the contract clause is displayed on the contract report. This is only used when you have more than one clause on a contract.
- Text: Defaults based on the note class selected. Click the Advanced Mode button for additional text formatting options.
- Select the Advanced tab.
- Sensitivity: Select a sensitivity assigned to the clause. Sensitivity controls who can see clauses and which clauses display on reports. Only clauses with Public and External sensitivities will display on Venue Rental Reports.
- Language: Select a language for the clause. Only needed when using multiple languages. The clause only appears on reports with the language matching the selected language.
- Important: If checked, the clause is marked as Important and 'Yes' displays in the Important column on the Contract Clauses tab.
- Lock: If checked, only the user who entered the clause will be able to edit the clause. See Contract Clause Security for more information about contract unlocking access privileges.
- Select Activities to add activities associated with the clause. See Activities for more information.
- Click OK. The contract clause is added to your contact record and will show when creating the relevant contract reports.
Copy a Contract Clause to Another Contract
You can copy contract clauses from other contracts to quickly create new contract clauses for repeat clients or for re-scheduled events.
- Navigate to Events and find the event that holds the contract you would like to copy a clause to.
- Right-click on the event and select Edit. The Edit Event window opens.
- Select the Contracts tab and find the contract that you would like to add the contract clause to.
- Right-click on the contract and select Edit. The Edit Contract window opens.
- Select the Contract Clauses tab click the dropdown next to the Add button.
- Select Copy Clauses from Contract. The Advanced Search - Contracts window opens.
- Search for and select the contract with the clause to copy.
- Click Select. The Advanced Search Contract Clauses window opens.
- Select the clauses to copy. Use Ctrl+Click or Shift+Click to select multiple clauses.
- Click Select. The contract clauses are added to the contract.
Edit a Contract Clause on a Contract
You can change a contract clause after you have created it. This is helpful if you have created contract documents which have an incorrect clause included. It is important to remember that changes made to a contract clause will on show on contract documents which have been created after the changes have been saved.
- Navigate to Events and find the event with the contract clause that needs updating.
- Right-click on the event and select Edit. The Edit Event window opens.
- Select the Contracts tab and find the contract for the clause you need to update.
- Right-click on the contract and select Edit. The Edit Contract window opens.
- Select the Contract Clauses tab and find the contract clause to update.
- Right-click on the contract clause and select Edit. The Edit Contract Clause window opens.
- Make the necessary changes.
- Click OK. The changes are saved.
Delete a Contract Clause on a Contract
If you no longer need a contract clause, you can delete it from the contract. You cannot undo the delete process.
- Navigate to Events and find the event with the contract clause to delete.
- Right-click on the event and select Edit. The Edit Event window opens.
- Select the Contracts tab and find the contract with the clause to delete.
- Right-click on the contract and select Edit. The Edit Contract window opens.
- Select the Contract Clauses and find the contract clause to delete.
- Right-click on the contract clause and select Mark for Delete. A red warning will show to the left of the line to be deleted.
- Click OK. The contract clause is deleted and will no longer show on new contract documents created on this contract.
Contract Clause Security
Allow Unlocking of Other's Locked Notes/Contract Clauses
This privilege controls the ability for assigned users to unlock notes/contract clauses that were locked by other users. Users will always be able to unlock their own notes/contract clauses. If this privilege has no users attached, then it is considered inactive, and users can only unlock their own notes/contract clauses.
Comments
0 comments
Please sign in to leave a comment.