Manage custom agreement types

A custom agreement type can be used in case the pre-defined agreement types are not applicable, and it can be used for any type of agreement.

  1. To manage custom agreement types, click Custom Agreement types on the Agreements menu.

    The Custom Agreement types view appears.

  2. Add, edit or delete a custom agreement type according to the following sections.

Add custom agreement type

  1. On the context menu, click Add agreement type.

    The Add agreement type view appears.

  2. Enter information in the fields on the tabs according to the following table.

  3. Click Save.

Edit custom agreement type

To edit details of an existing agreement type:

  1. Navigate to the custom agreement type to be edited.

  2. Enter information in the fields on the tabs according to the following table.

  3. Click Save.

Tab

Instruction

General

  1. Type a Name and a Description of the agreement type.

  2. To make it possible to attach computers to agreements of this type, select the Computer attachments active check box

  3. To make it possible to attach objects to agreements of this type, select the Object attachments active check box.

Custom information

Enter information and values in the custom fields that are mandatory for the Agreement category.

For more information, see Custom fields.

Delete custom agreement type

  1. Navigate to the specific custom agreement type to be deleted.

  2. Click Delete in the top right corner, and then confirm the deletion.

Note

Only custom agreement types that have no agreements attached can be deleted. A deleted custom agreement type is removed from the system and cannot be restored.