Contract, Event and Business Partner Properties and Configuration
All information about the feature and field configuration.
8 articles
- CategoriesMaintain categories to cluster your contracts and/or events by categories.
- Contract NumberAutomatically create a customized contract number for each contract that is saved to the repository.
- Organizational UnitsUse Organizational Units to segment and report on contracts, for example by cost center, team, project or site, and independent of Business Units.
- Custom FieldsUse custom fields to maintain contract and business partner data relevant for your specific use case and requirements.
- Mandatory AttachmentsEnforce that a file or link needs to be added to a contract before it can be saved to the repository.
- Reminder Email ConfigurationAdjust and customize Trackado's reminder emails to your requirements.
- Default Reminder SettingsConfigure your default reminder configuration, such the reminder email frequency or the default reminders for the contract lifecycle dates.
- Global Expiry NotificationConfigure an email notification that is sent prior to a contract's end date and that is independent of any event and reminder configuration.