Edit Contract Profile
The Edit button allows you to edit contract information.
To edit a Contract profile, use the following steps:
- Go to . Click the Edit button. The Edit-Contract page opens.
- Edit the information in the Advertiser section as described in the table below:
Fields Required Description advertiser Required Enter the first few letters of the organization name and select your organization from the list of matches or click the look up
button to search the List - Organization page. Once you select an advertiser, the organization information fills in the fields below.Note: The advertiser must be an organization and must already have an organization record in NetForum in order for the lookup feature to work. If no record exists, you must create the organization record before adding the advertiser.
address Optional The address field populates with the advertiser's primary address. If the advertiser has more than one address, you can select a different address from the drop-down list. phone Optional The phone field populates with the advertiser's primary phone number. If the advertiser has more than one phone number, you can select a different phone number from the drop-down list. fax Optional The fax field populates with the advertiser's primary fax number. If the advertiser has more than one fax number, you can select a different fax number from the drop-down list. e-mail Optional The e-mail field populates with the advertiser's primary e-mail address. If the advertiser has more than one e-mail address, you can select a different e-mail address from the drop-down list. - Edit the information in the Sales section as described in the table below:
Fields Required Description seller Optional Enter the first few letters of the individual's last name and select your seller from the list of matches or click the look up button to search the List - Customer page.status Optional Select a contract status from the drop-down list. - Edit the information in the Contract Details section as described in the table below:
Fields Required Description placements Required Enter a number only for the number of placements for an ad. rate card Required Select an existing Rate Card from the drop-down list. agency Optional Select an existing agency from the drop-down list. notes Optional Enter any notes for the contract details. - Edit the information in the Contract Term section as described in the table below:
Fields Required Description from Optional Select or enter the date on which the contract becomes valid. through Optional Select or enter the date of the last day that the contract is valid. date signed Optional Select or enter the date that the two parties signed the contract. - Edit the information in the Bill To section as described in the table below:
Fields Required Description contact Required Enter the first few letters of the customer's name and select your contact from the list of matches or click the look up button to search the List - Customer page.address Required The address field populates with the primary address for the contact for this advertiser. If this contact has more than one address, you can choose a different address from the drop-down list. - Click the Save button to save your changes and return to the Contract Profile page. Click the Delete button to delete the contract. Click the Cancel button to return to the Contract Profile page without saving your changes.
Edit – Contract Page Icons
You can see and use the following icons on the Edit-Contract page:
| Use this Icon | To Perform this Action |
|---|---|
|
edit icon to open an edit page for that field. |
|
add icon to add a new record for that field. |
|
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look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information. |