> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/general-information/client-management-settings/agreement-management.md).

# Agreement Management

### Name Format

When you create a `Service Agreement`, Maica will automatically populate the record `Name` using a default naming convention.  Should you not like our options, you can customise the naming convention by choosing "other" to create your own.

1. Set `Name Format` = Other
2. Click **Insert Field** to select merge fields from the Service Agreement or the Participant (Contact) records
3. Arrange the fields as required

![Custom Agreement Name Format with Participant Last Name and NDIS Number](/files/MiCjRyU3rWWDnRdSBNYF)

### Service Agreement Generation

To help automate your **onboarding and intake** processes, Maica provides the ability to automate the creation of `Service Agreement` records from an `Opportunity`.

Consider the following scenario:

* You have been discussing your service offering with a new Participant, Luca Milne
  * This process is captured and managed as a Service Agreement `Opportunity` record in Maica
* Luca likes what he hears and agrees to what is being proposed
* To reflect this approval from Luca, you set the Opportunity `Stage` = `Closed Won` 
* Based on your `Maica Settings`, a `Service Agreement` record is created with all the relevant details from Luca's `Opportunity`
* Now that Luca has been established as a client, you can now begin to manage the delivery of the relevant Service(s) via the `Service Agreement` that has been created

![Service Agreement Settings](/files/BKmeb4mVOWjm7bKDhTb7)

In the diagram above, `Service Agreement` records will be automatically created for an `Opportunity` record with the following criteria:

* `Record Type` = `Service Agreement`
  * This record type is installed with the Maica package
* `Stage` = `Closed Won`

{% hint style="info" %}
`Service Agreement` (and `Agreement Item`) records represent the specifics of what Service(s) will be delivered to a client.  This includes the Support Items, the Quantity and the Total Values. The Service Agreement also has a date range to indicate what period the Agreement is valid for.
{% endhint %}