Search Invoices by Contract

An important part of contract management is managing the revenue associated with a contract between you and your customer.  To support that need, the ServiceTrade invoice list can now be searched and filtered by service contract. To find all invoices associated with a given contract, simply search for that contract by name in the invoice list:

Contact External IDs

It is now possible to add external IDs to contact records.  You can use external IDs to connect your contacts in ServiceTrade with related records in other systems (such as your CRM or accounting systems). As with other records, you can add and edit external IDs on a contact by clicking the blue link button next to the contact's name:


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