Creating a New Client Contract

Overview:
Add a contract record—complete with metadata, dates, value, and client contact details—in a single form.

Steps:

1. In Work → Contracts, click + Create Contract.

2. Contract Details:

   • Contract Number * (auto‑prefilled, editable)

   • Subject * (e.g., “Website Redesign MSA”)

   • Project (optional link)

   • Description (rich‑text field)

   • Start Date * and End Date (or check Without Due Date)

   • Contract Type * (select or Add a new type)

   • Contract Value * and Currency

3. Client Details:

   • Client * (select or Add a new client)

   • Cell, Office Phone, City, State, Country, Postal code

   • Alternate Address and Notes (optional)

4. Click Save. The contract now appears in your list.

Tips & Best Practices:

• Use consistent numbering (e.g., CONT#001, CONT#002…) to avoid duplicates.

• If you don’t know an end date, check Without Due Date to keep the contract open‑ended.

• Fill in at least one contact method (cell or office phone) for easy client follow‑up.

Troubleshooting / FAQs:

• Save button disabled: Make sure all fields marked * are completed.

• Contract Type not in list: Type your new type and click Add next to the dropdown.

• Client dropdown empty: Create the client first under Clients → + Add Client.