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.