Add Ons

This section of Arranging Director allows you to create another contract for this client record.

Open a record and navigate to Client Arrangement > Add Ons.

All Add Ons will be displayed. To create a new one, click on the ‘Enter A New Add On’ button.

All available contract information will display. Scroll through the options and enter a dollar amount for any add ons that are required.

*For further information on how to add products/services, see the Contracts section of a record.

As you scroll, the Update-Values button on the right side of the screen will also scroll. It’s important to update any new information immediately after it’s entered. A pop-up will appear to indicate that the update is successful.

Scroll further down the page to confirm the Add On information is correct and then add the Buyer Information if required.

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