Contracts Configurations ~ Field Configuration

Standard Contract fields available to use on Contract records.  . 

*Note: Once edits have been made to Field Configuration, you must log out and back into CMS to see the changes.

  Each field Name has the following options for that field:

• Label Text: How you want the field name to read.  
• Field Type: is the predefined type of field; TextBox, Hierarchy, Company, Date, Calculated, or RichTextBox. 
• Visible: is the field being displayed on an Contract record
• Create: makes the field mandatory to be filled in.  Fields will be highlighted in red and the Contract cannot be saved until all fields have been completed. 
• Complete: Record will not be able to be saved if mandatory fields are not filled in.  This occurs when the Field Configuration has changed and a record has been opened and now has other mandatory fields that are required to be entered.  
• Levels: If there are hierarchy set up for the field name required levels of the hierarchy can be set that the user will need to set on a Contract. F

The is in the bottom right corner of the page.  Once settings and/or changes have been made and saved, log out and log in is required to see the changes within CMS. 

3/2026