Add or view external contracts

To add or view a person's external contracts, follow these steps:

  1. Search for the person whose external contracts you want to view or add.

  2. Click the person's name to view their details.

  3. From the content menu, click External contracts.

The content menu shows person-related modules (e.g. accounts, loans, deposits, cards) based on your subscription. Viewing or deleting external contracts requires the VIEW_EXTERNAL_CONTRACTS privilege.

  1. Click Add external contract to create a new contract.

  2. The External contracts modal opens.

  3. Complete the required fields and click Create to add the contract.

  1. This is how the created external contract will appear:

  1. Checking the Show history box will display the validity range.

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