Default Forms for Contract and Contract Item Records

Enhanced contract and contract item forms are available in Software Vertical Contract Renewals version 16.1. The enhanced forms display the Contract Items subtab as the default subtab for contract records, and the Contract Item Details subtab as the default subtab for contract item records. The table shows details of the old standard forms and the enhanced forms for contract and contract item records.

Record Type	Standard Form	Enhanced Form
Contract	Form Name: Standard Contract Form Subtabs: Notes Files Contract Items Transactions Renewal Contracts Deleted Contract Items	Form Name: Contracts Form Subtabs: Contract Items Transactions Renewal Contracts Notes Files Deleted Contract Items
Contract Item	Form Name: Standard Contract Item Form Subtabs: Notes Files Contract Item Details	Form Name: Contract Item Form Subtabs: Contract Item Details Notes Files

By default, these enhanced forms are assigned as the default form for contract and contract item records for users with a Renewals Manager [SWE] or Sales Person role. If you want to set these forms as the preferred forms for custom roles, do these steps.

To set the preferred contract and contract item forms for custom roles:

1. Go to Setup > User/Roles > Manage Roles.

2. Edit the role.

3. Click the Forms subtab.

4. Click the Custom Records subtab.

5. Check the box in the Preferred column for Contracts Form and Contract Item Form.

6. Click Save.

General Notices