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Filter Contracts

The contracts list can be filtered for a few different reasons. One is to narrow your results by using criteria to find specific records. Another is to give you a count of contracts, based on your selected criteria.

As an example, if you wanted to know how many contracts are currently in negotiation, you could select "In Negotiation" from the "Contract Status" drop down list. Click the "Filter Contracts" button and you will see only the contracts with the status code "In Negotiation". You will see the pink "total records" label above the list has changed and gives you a total count of all contracts in negotiation. You can choose as few or as many criteria as you need.

 

To filter the contracts list, click the "Advanced Search & Filter" button...

 

 

 

The "Advanced Search/Filter" panel will open above the contracts list...

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results.

Contracts can be filtered specifically by status code, contract type, category, department, the associated team member, the team member who signed the contract, the contract start date range, the contract end date range, the contract review date range, and/or the contract termination/completion date range.

Click the "Filter Contracts" button and the list will display only the contracts that meet the selected criteria.

 

Filters are persistent, meaning even after you go in to view and or edit a record and come back to the main list, the filter you are using will still be in place. You can reset the list by clicking the "Cancel Filter" button.

 

You can also save your filters, to use again at a later time. After you filter the list open the filters menu by clicking the
icon in the filter box.

 

When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved.

 

To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria.

 

To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to it's original state.