Customer Agreements

Overview

Customer Agreement is a Bullhorn Recruitment Cloud custom object. The main function is to help you track and store contracts or agreements that you have with your clients (Accounts).

Customer Agreement, out of the package, has basic functionality and contains a limited number of fields. The basic flow is to enter details about the agreement and attach a copy of the Customer Agreement (or Contract) to the Account. It can be customized based on your business processes. This article covers how to use Customer Agreements.

View Customer Agreements

  1. Navigate to the Accounts tab and pick an Account Name.
    The Customer Agreement shows in the Related List section.
  2. Select the Customer Agreement.

    The Customer Agreement Record page shows some details of the agreement.

  3. Navigate to the Related tab. The Files section contains the full Customer Agreement connected to the Account Record.
  4. You can choose the File to view and download the complete Customer Agreement.

Add Customer Agreement - Classic View

  1. Navigate to Classic and go to the Accounts tab.
  2. Select the Account Name.

  3. Click on Customer Agreement near the top of the page or scroll down to the Related List section.

  4. Click the New Customer Agreement button.

  5. Use the Account lookup field to search Accounts.
  6. Use the Contact lookup field to search Contacts.
  7. Choose the Type: Consultant, Permanent, or Retained.
  8. Pick the Divisions Included (functional area).
  9. Click Save & New.
  10. Scroll down to the Customer Agreement section.
  11. Select the Customer Agreement Name
    .
  12. Attach File and upload the Contract or agreement document.

Add Customer Agreement - Lightning

  1. Navigate to Lightning and go to Accounts.
  2. Choose the Account Name.
  3. From the Customer Agreement dropdown on the Related List select New.

    The New Customer Agreement popup window displays.

  4. Use the Account lookup field to search Accounts.
  5. Use the Contact lookup field to search Contacts.
  6. Pick the Type: Consultant, Permanent, or Retained.
  7. Click the Calendar icon and select an Effective Date.
  8. Choose the Divisions Included (functional area).
  9. Save your changes.
  10. Navigate to the Related tab.
  11. Proceed to Upload Files and attach your file.