An Account’s default Contract is the contract that will be used by default when adding new Tickets or Charges to an Account.
This feature saves you time and helps you enter new Charges and Tickets quickly, without needing to manually select a Contract.
By default, whenever a Contract needs to be selected, the system automatically recommends a default Contract to use.
The system recommends one of the Account's active contracts.
If the system identifies more than one active valid Contract for an Account, you will need to select the Contract you want to use.
When needed, you can set your preferred default Contract for an Account. If you set a default Contract, the system will always select this one without making a recommendation.
This option should be used only in cases where you always want to use the selected contract. We do not recommend using this option unless you need to. This is especially true if you Batch Copy Contracts.
To manually set the default contract for an Account: Open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > 'Set selected contract as the default contract for this account'.
When no other contract has been created for an Account, or when there are no other active Contracts, the 'Global System Contract' will be used. This is a Contract that is created for each Account by default.
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