Creating a contract reminder
Custom reminders can be created and assigned to any user who has the contract manager role. At the time of notification, they will be sent a reminder email and can mark the reminder as complete or archived.
Title: Title of the reminder
Description: Description of what the reminder is for
Notification Date: The date at which the email notifying the users of the reminder is to be sent.
Send Reminder To: List of users to send the reminder to.
Creating a contract note
Notes can be stored against a contract to log any relevant activities that you need to record (such as email correspondence)
Title: Title of the note
Date and Time: Date and time the note is to be referenced for
Description: Detail explaining the note
Attachments: Documents that are stored against the note
