Finding ERP Active Contracts for an Account

Written by Janice Patton

Last published at: June 23rd, 2023

You can find and view ERP SMA Contracts in the Company record in CRM

In the Company record, go to the ERP SMA Contracts Box

Click on the SMA ID Number under the SMA ID to view / open the individual SMA Contracts

This will then open the detailed record of the SMA Contract(s)