View Agreements

You view customer agreements associated with the customer on the Agreements tab of the Customers (SP) application. Customer agreements define the business relationship between you and your customer. Create agreements for customers in the Customer Agreements (SP) application.

To view agreements for a customer:

  1. In the Customers (SP) application, display the customer with the agreements you want to view.

  2. Click the Agreements tab to see a list of all customer agreements.

  3. To see more details about a customer agreement, in an Agreement field, click Detail Menu to navigate to the Customer Agreements (SP) application.

See also

About Customer Agreements