SM Agreement Term Form

Use the SM Agreement Term form to enter notes for an agreement term.

Access this form by double-clicking the grid of the Term Notes tab.

You can add notes for an agreement term in this form or using the Term Notes tab in SM Agreements. If entering notes in the Term Notes grid, double-clicking in the Notes field brings up the Grid Notes window so you can enter extensive notes for the agreement term as needed.

Notes are specific to a term, so when a new term is created, either through an amendment or a renewal, a new notes record is created for that term. You can view, add, or modify notes for any term by selecting the term record in this form (using the Previous/Next Record buttons or selecting the record from the Grid tab) or from the Term Notes grid in SM Agreements.

You can also track other information specific to an agreement term by adding user-defined fields to this form. User-defined fields are accessible for all terms, but their values are specific to each term.

Attachments

You can add attachments for an agreement term in this form or the Term Notes tab. Attachments are specific to a term, so you can only view, modify, or delete the attachment when the term record is selected in this form or on the Term Notes tab in SM Agreements.
Note: Term level attachments are not copied when creating renewals or when creating amendments that change the agreement term.