Associating a contract with a desk

How to link a desk to a contract.

When you create a contract, you can associate one or more offices and desks with it. The offices and desks will be marked as occupied while the contract remains active.

To add a desk to a contract

1. If the side menu is not visible, click .

2. In the side menu, click Finance, then click Contracts. You can also do this from the details of a customer, click Operations and then Customers. Locate a customer, access its details and then click on the Contracts section.

3. Click the name of the customer to whose contract you want to add a desk or office. A contract page is displayed.

4. In the Desks / offices section, in the Allocated desks / offices drop-down box, select the desk or office to assign to the contract.

5. Click Save changes.

The section of a contract details where you assign desks and offices.