Overview
Contract and financing detail pages (from Office lists) link templates and programs to customers and orders. Templates are managed in admin.
Steps
- Select template before generating paperwork.
- Store reference numbers financing partners provide.
- Associate contract with the correct order and customer.
- See Contracts, financing & reviews.
Practical note
Attorney-approved templates only—do not freestyle legal text in notes fields.
Admin setup
Status buttons trigger server workflows—prefer them over manual field edits when present.
Advanced options
Timelines and relation chips on detail pages link related entities.
Troubleshooting
Detail page stub or missing section: verify permissions and lazy-loaded chunks in browser network tab.