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Linking Contracts (Master - Child Relationships)

Information on and how to create contract relationships in Contract Logix

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

Master and Child contract relationships (aka Master Contracts and Sub-contracts) are easily formed from either the Master or Child record. Child contracts (if any) are displayed in a separate section at the bottom of a contract record. Click on a row in the Child Contracts grid to open that contract.

How to add a child contract to a master contract

Open the Master Contract and scroll to the Child Contracts section.

Click .

Locate and click the check box of the Child Contract from grid and then click .

If the Child record does not yet exist, fill in the Add New Contract fields and then click.

How to select the master contract for a child contract

Open the child record or create a new one. Locate and select the Master Contract from the Master Contract field drop-down (as seen below).

Click .

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