Adding People to a Contracts works a little differently than the other fields as People can exist as their own record that can be created and edited.  


Rather than typing a Person name in the Contract field, intelligentcontract links the Person directly to the Contract and vice versa. This link is displayed in a sub-tab below the main record.


To add a Person to a Contract, there are two ways, either link a Person to a Contract or a Contract to a Person - this will be dependant on which record you are initially in but both options result in the same linkage.


Link a Person to a Contract


If you are updating an existing Contract:

  • Navigate to Contracts
  • Find the specific Contract and open
  • Scroll to the bottom of the form to the sub tabs, select the Person tab
  • Press [New], you will be presented with the Create Person form


If you are creating a new Contract:

  • Navigate to Contracts > Click [New] 
  • Create the new Contract and save the record, scroll to the bottom of the form and the sub tabs will now be displayed  
  • Select the Person tab 
  • Press [New] you will be presented with the Create Person form


Fig 1 - Linking a Person to a Contract


  • Person - Click the magnifying glass icon to search for an existing Person record, or use the + icon to create a new Person 
  • Contract - The Contract will default from the Contract record
  • Primary Contact - If this is ticked then this Person will be displayed on the Contract Summary screen if selected in a Contract View 
  • Role - Identify the relationship of the Person to the Contract (For example Account Manager)
  • Signatory - Identifies if and when the Contract has been signed by this Person (if not yet signed then it can be classed as In Progress)
  • Comments - Additional details regarding this Persons link to the Contract


Link a Contract to a Person


If you are updating an existing Person record:

  • Navigate to People
  • Find the specific Person and open
  • Scroll to the bottom of the form to the sub tabs, select the Contract tab
  • Press [New], you will be presented with the Create Contract Person form


If you are creating a new Person:

  • Navigate to People > Click [New] 
  • Create the new Person and save the record, scroll to the bottom of the form and the sub tabs will now be displayed, 
  • Select the Contract tab
  • Press [New] you will be presented with the Create Contract Person form


Fig 2 - Linking a Contract to a Person


  • Person - The Person name will default from the Person record
  • Contract - Click the magnifying glass icon to search for an existing Contract record, or use the + icon to create a new Contract
  • Primary Contact - If this is ticked then this Person will be displayed on the Contract Summary screen if selected in a Contract View 
  • Role - Identify the relationship of the Person to the Contract (For example Account Manager)
  • Signatory - Identifies if and when the Contract has been signed by this Person (if not yet signed then it can be classed as In Progress)
  • Comments - Additional details regarding this Persons link to the Contract

 TIP: The first Person record to be assigned to a Contract will default as the Primary Contract, if more than one Person is assigned, the Primary flag can be adjusted accordingly

TIP: If you link and External Person to a Contract, then their corresponding Party details are added to the Contract Party record automatically - this does not occur for Internal People


Once the link is saved you will then have the ability to search and view all the Contracts associated to a specific Person or all the People associated to a specific Contract.