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.

  If the desk you want to associate with a contract, previously was assigned to another contract you will need to make sure that the cancellation date of the old contract doesn't overlap with the start date of the new one. You cannot have overlapping dates for contracts for the same desk, office or another item.  

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.

linking_desk_contract.pngThe section of the contract details where you assign desks and offices 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.