Contracts
Field | Definition | Required |
---|---|---|
Description | The Contract's display name. | Yes |
Purchase Order Number | Purchase order number or unique identifier for the contract. | No |
Customer Contact | Main Customer Contact for the contract. User will receive contract update notification emails when tickets assigned to the contract are closed. | Yes |
Support Contact | Main support contact user for the contract. This is the user primarily responsible for tickets on this contract. The support contact must be selected from the registered users of the company account which created the contract for a customer. | Yes |
Support Manager | Support manager contact user for the contract. This is a user who oversees the support contact of a contract in a supervisory role. The support contact must be selected from the registered users of the company account which created the contract for a customer. | No |
Start Date | The first date of the contract term. | No |
End Date | The final date of the contract term. | No |
Contract has Hour Restriction | Select if the Contract has a maximum number of workable hours. | No |
Contract Hours | The maximum number of workable hours for a contract. When the total timespent on contract tickets reach this value, users will be notified and must accept a prompt to add additional time on tickets assigned to this contract. | No |
Hours Notification Threshold | The Hour threshold at which a contract update will be sent to the customer contact, support contact and support manager as a warning that the hour restricted contract has nearly reached it's hour limit. | No |
Creating Contracts
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