Task 5. Creating an Agreement Type

To create an Agreement Type, perform the following steps.

1. Navigate to the Setup Tables search page.
   
   
   

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   The Setup Tables search page is displayed.
   
   
   

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2. At the Table field, type Agreement Type, and press Enter.
   The Agreement Type link is displayed.
   
   
   

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3. Click the Agreement Type link.
   The Agreement Type List is displayed.
   
   
   

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4. Click the New Item

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    icon.
   The new Agreement Type page is displayed.
   Note: A unique Agreement Type is required to find and update the appropriate agreements with backup billing information.
   
   
   

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5. At the Name field, type an easily recognizable agreement name.
   Recommendation: Use the same name for Agreement Type as you used for the Management IT Solution.

6. Complete the appropriate fields.

7. When complete, click the Save icon, as shown below.
   
   
   

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   The Agreement Type is updated.

Go to Task 6. Creating Agreements for ConnectWise Companies.