Use these fields when you edit contract details.
Contract Details
- Title: the name used to identify the contract.
- Responsible person: the person responsible for the contract. Select an available person.
- Tags: comma-separated tags that help you classify and find the contract.
Counterparties
- Counterparty: the company or other party to the contract. Search for an existing counterparty or enter a new name. A new counterparty name can contain up to 200 characters.
- Relationship: the counterparty’s role in the contract. Each counterparty and relationship combination must be unique.
- Contact person: an optional contact person for the selected counterparty.
When you add a contact person for a new counterparty:
- First name: the contact person’s first name. Required. Use 100 characters or fewer.
- Last name: the contact person’s last name. Required. Use 100 characters or fewer.
- Email address: the contact person’s email address. Enter a valid email address if you provide one. Use 200 characters or fewer.
- Phone number: the contact person’s phone number. Use 30 characters or fewer.
- Job title: the contact person’s role or title. Use 120 characters or fewer.
Duration
- Start Date: the date the contract starts. Required.
- Expiration Date: the date the contract expires.
- Duration (months): the contract duration in months.
- Notice Period (months): the number of months’ notice required before the contract ends.
- Termination Deadline: the termination deadline shown by James. It is auto-calculated.
- Calculated Duration: the duration calculated by James.
Payment Plan
- Payment Amount: the amount of one payment. Required when you add a payment plan. Enter zero or a positive amount without grouping separators.
- Currency: the currency for the payment amount. Required when you add a payment plan.
- Payment Frequency: how often the payment amount is due. Required when you add a payment plan.
Additional fields
You can add available fields from the field library to a contract’s metadata. James adds each field in the section where it appears in the library. A field can be added only once to the same contract.
- Tags: tags saved on the contract. If you clear all tags, Tags becomes available to add again from the field library.