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Marking special agreements for existing clients

Special Agreements Property

This property is found on Contacts, under the FTR Subscriptions tab on the left sidebar.

The property is used to track special agreements for existing clients. These multi-select checkboxex include:

  1. Modification of terms of use
  2. Special use defined in agreement
  3. Grandfathered additional users
  4. Grandfathered email domains

The agreement documents can be found in the right sidebar, under Attachments. To upload a document click on Upload file. Select the agreement and click Open.   

 

specialagreements