Subtasks of the Manage Contract Management Customer Info Screen
The Manage Contract Management Customer Info screen has several subtasks.
The following subtasks are available on the General and Notes tabs:
- Address/Contact Info
- Activities
- User-Defined Info
This subtask is available only on the Performance Assessment tab:
- Assessment Details
The Performance Assessment tab and Assessment Details subtask are visible only for customers and hidden for prospective customers.
- Related Topics:
- Address/Contact Info Subtask
Use this subtask to enter, edit, and view customer address and contact information. - Activities Subtask
Use this subtask to enter, manage, and track activities related to the customer. - User-Defined Info Subtask
Use this subtask to enter, edit, and view values for user-defined fields for a customer. - Assessment Details Subtask
Use this subtask to view the assessment factors defined for the assessment record selected on the Performance Assessment tab. You can also view the rating for each assessment factor as well as the total score for the assessment record.
Parent Topic: Manage Contract Management Customer Info