Contract Views

Contract Views

Contract List View 

Contracts list view is a tabular, compact view that displays contracts by default.
Role Required: SDAdmin, Users with View Contracts permissions.
Go to the Contracts tab and select the customer on the header. The contracts created for the customer will be listed as follows:

Custom Views

Filter the contracts in your list view page based on specific criteria to create your own customized page of contracts. Learn more.

List View Actions

Create contract - Click New Contract to access the form for creating contracts.
Edit/Delete contracts - Click to edit or delete contracts. You can also select contracts and click Delete on the toolbar to bulk-delete.
Choose columns to display - Click to customize the information listed on the list view page. You can reorder the columns using .
Search contracts - Click to search through the contract columns.
Customize layout - Click to customize the layout of the list view as follows:
  1. Records per page: Limit the number of contracts displayed on a page.
  2. Sort By Column: Sort and view the contracts based on the criteria listed in the drop-down. You can also click the column name on the list view page to sort the contracts accordingly.

Contract Template View 

Contracts template view displays contracts as an extensive list. The crucial information of a contract is displayed as fixed columns, while further information can be viewed under the contract name.

Role Required: SDAdmin, Users with View Contracts permissions.

Go to the Contracts tab and select the customer on the header. The contracts created for the customer will be listed as follows:

Custom Views

Filter the contracts in your list view page based on specific criteria to create your own customized page of contracts. Learn more.

Template View Actions

Create contract - Click New Contract to access the form for creating contracts.
Edit/Delete contracts - Click to edit or delete contracts. You can also select contracts and click Delete on the toolbar to bulk-delete.
Choose columns to display - Click to customize the information listed on the under the contract name. You can reorder the columns using .
Search contracts - Click to search through the contract columns. Specify the criteria and click Search. You can add several criteria by clicking .
Customize layout - Click to customize the layout of the template list view as follows:
  1. Records per page: Limit the number of contracts displayed on a page.
  2. Sort By Column: Sort and view the contracts based on the criteria listed in the drop-down.