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Not quite sure if I'm over complicating things without a CMS

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Posted on by Community Member

Hello guys,

I'm not quite sure if I'm over complicating things but I'm looking for a solution to manage my contracts. Especially for reminding me about contracts that are about to renew and to get an overview of contracts I have and what they do. Additionally, it would be great to add the pdf of the contract.

I guess the most common way is to split the information. Reminders in the calendar, excel sheet to list all contracts and subscriptions with side notes and manually searching for the contract pdf. But is there no combined service for all of this?

Or maybe someone has a completely different way like contract management software for solving this.

I'm open for anything and thank in advance.

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RE: Not quite sure if I'm over complicating things without a CMS

SmithRoy,

Here are 2 APPS in BC for Contract Management that might meet your needs:

www.itera.ee/.../

www.ntribs.com/.../advanced-contract-management-in-microsoft-business-central

The only other standard BC way to track contracts would be if you apply your Contract to Service Contracts and only use to track expiration/renewal. You might look at this before the APP. Just a thought.

Thanks,

Steve

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