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Contract Options: Not Assignable

Information on and how to make a Contract record Not Assignable to an Assignment in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

This option restricts users from assigning the current Contract record the user is viewing to an Assignment record. This also shortens the list of available contracts in the Associated Contract field when creating a new Assignment record.

When selected, a banner will appear at the top of the Contract record to indicate the record is not assignable.

NOTE: Using the Option menu again, with permissions you can make the Contract record Assignable again.

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