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Adding Line Items to a Record

This article explains how to add line items to records (Contracts, etc.) in Contract Logix.

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

NOTE: To add line items to a record (for example, to add Services to a Contract record), the line items (a.k.a Custom Object) grid must have been added to the Contract layout. For more information, click the Adding Sub-Grids to a Layout link.

  1. Open the record to which you want to add the line items and scroll to the section containing the custom object grid.

  2. Click .

  3. The list of custom line items appears at the top. HINT: You can use the Search field at the top right to filter the list.

  4. Use the checkbox to select the item(s) you want to add.

  5. Click .

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