Wednesday, August 26, 2020

Drag & Relate Tool Service Module (Service Contract Template Tab)

The Service Module in Drag & Relate tool is an effective way in which the user can create ad hoc reports that are related to Services. The fifth tab in this module is the  Service Contract Template Tab. Users can leverage this tab to create an ad hoc report in which the list of all Service Contracts Templates created in your system appear just by double clicking on the tab. In addition, the user can further drill down into the report using the filter option present in the bottom right corner.  Some of the fields that are available as standard in the report are: - 

  • Template Name

  • Deleted

  • Renewal

  • Remind Before Renewal

  • Remind Unit

  • Duration of Coverage

  • Resolution Value

  • Price List No.

  • Include Labor

The user has the option to open the Contract Template Setup window directly from the report by pressing the golden drill down arrow. This option is available for every single row that is listed in the report. 


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