Contract Management

App Installation :

Before app installation, you need to create custom fields for companies

1. Go to Admin -> Support Operations-> Customer fields -> Company
2. Create a custom field “Contract Hours” as the name, and type “Text field”.
3. Create a custom field “Threshold Hours” as the name, and type “Text field”.

NOTE: Field names are Case & space sensitive.

After clicking the install button,

1. On the Settings page, you will need to enter your Freshdesk subdomain and API key to authenticate
2. After the Freshdesk authentication, you will need to add your contract hours and threshold hours for your companies
3. Once that's done, click the Install button to finish the installation

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For further clarification, feel free to contact our support team, people@saasly.in