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Chapter 9. Customer Service > Contract Templates

Contract Templates

Contract Templates can be set up by going to Home, Settings, Template Manager, Contract Templates. Because Contract Templates are in the administrative area of the application, (for example, Settings) you need the appropriate privileges to access this. Each Contract must be based on a Contract Template, so you have to have at least one template in place before you can set up any Contracts.

Figure 9.2. The Contract Template screen.



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