How to create a contract type?

When creating a contract type, you can set it as Is Default.

To create a contract type, follow these steps:

1. Go to Settings | Contracts | Contract Types;

2. In the list of contract types, click on Create;

3. On the creation screen, fill in the contract type details:

   • Contract Type;

   • Description (required);

   • Is Default (the first contract type registered is set as the default, and only one contract type can be the default);

   • Remarks;

4. Click on:

   • Save and New, to save the contract type and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the contract type.