Can I modify something to allow overlap of contacts to single account
Hi,
I'm using the 'Contracts' section for something other than probably what it is intended for - basically to set up accounts with supply of services of an online software package for a determined period of time - I'm using the Contracts section as it allows me to input dates and send a reminder email a preset date prior to it expiring, otherwise we're using an Excel spreadsheet.....not good...
The problem I'm facing however is if the client has more than 1 lot of software that fall within the same period of time for the contract, it will not allow me to create that contract as it overlaps (see below screen grab) - I don't wish to create multiple accounts for the same client with similar names to get past this and creating different products also doesn't resolve the issue - so, I'm wondering whether or not there's a way to turn off the checking for an overlapping of a contract so I can have multiple ones for the same client without having the failure as per the screen grab?
Looking forward to your reply.
Craig
I'm using the 'Contracts' section for something other than probably what it is intended for - basically to set up accounts with supply of services of an online software package for a determined period of time - I'm using the Contracts section as it allows me to input dates and send a reminder email a preset date prior to it expiring, otherwise we're using an Excel spreadsheet.....not good...
The problem I'm facing however is if the client has more than 1 lot of software that fall within the same period of time for the contract, it will not allow me to create that contract as it overlaps (see below screen grab) - I don't wish to create multiple accounts for the same client with similar names to get past this and creating different products also doesn't resolve the issue - so, I'm wondering whether or not there's a way to turn off the checking for an overlapping of a contract so I can have multiple ones for the same client without having the failure as per the screen grab?
Looking forward to your reply.
Craig