You can easily create tasks, reminders, notes in contracts by going contracts -> view in that more option button.Where we can create tasks etc to particular employee or staff. Only assigned employees can perform the those tasks.
Where we can set a default sms for the send contract, contract accepted, contract cancelled?
LaraOffice provides a feature where we can set the default sms for the send contract, contract accepted, contract cancelled by simply going to Global settings->SmsTemplates->contract -created etc, there we can create/edit the contract – created template and also if you want to edit for a particular sms we can edit while sending the sms itself.
Where we can set a default mail for the contract created ?
LaraOffice provides a feature where we can set the default mail for the contract created by simply going to Global settings->Email Templates->contract -created etc , there we can create/edit the contract – created template and also if you wanted to edit for a particular email we can edit while sending the email itself.
How to set default Terms & Conditions , Admin notes and Client notes in contracts?
It’s very simple and easy in LaraOffice to set default Terms and Conditions , Adimin notes and Client notes for the contracts we can directly go to global settings->Master settings->contracts settings ->settings there we can set the default Terms and conditions ,Admin notes and Client notes.
Can we create a duplicate contract record?
Yes, Laraoffice provides a feature where we can create duplicate contract record with different number. So that same contract can be used multiple times.
Is it possible change contract start number ?
Yes, there is an option in laraoffice where we can change the contract start number from Global settings -> Master settings -> contract settings ->Settings ->contract start field. By replacing the number contract start field you change the contract start number.
How can we change the contract prefix?
By default We can generate the contract prefix by going to Global settings -> master settings -> contract settings ->settings. If you want change the contract prefix you can change by using above path.
How to search the contracts based on customer name and currencies?
There is custom filter option in laraoffice where we can search the records based on customer. There is dropdown which displays the all contacts name And also based on payment status like total delivered ,total accepted, total rejected, we can search the records of the contracts.
How to search the contracts based on types like contracts date, contracts duedate and payment status?
There is custom filter option in laraoffice where we can search the records based on contracts date, contracts duedate. And also based on payment status like total accepted, total delivered, total rejected,we can search the records of the contracts .
How to get total count of contracts?
LaraOffice provides the feature where we can get count of total contracts. And maintain the individual status like total accepted, total delivered, total rejected.
