Managing Contract Clauses

CRM Contract Manager includes a built-in Clause Library, allowing reusable clauses to be maintained independently and attached to contracts as required. Clauses can be edited or new clauses can be created at any time.

Create a Clause

To create a new clause:

1. Right-click New from the Sage CRM menu.

1. Select Clause.

2. Enter the required information.

3. Save the clause.

The following information is maintained for each clause:

Field Name	Description
Name	The name of the Clause
Editable	If the clause can be edited when attached to a Contract
Reference	A reference number for your numbering convention
Note	Any note you may wish to add. For internal use.

Attach Clauses to a Contract

Contract clauses are created by copying clauses from the Clause Library into a contract.

To attach a clause:

1. Open the required contract.

2. Navigate to the Clauses tab.

1. Click Attach Clause.

1. The Find Clause screen displays the Clause Library.

1. Select the required clause.

A copy of the selected clause is attached to the contract and becomes available under the Clauses tab. Changes made to the attached clause affect only that contra