Filter Contracts

Return To The Knowledge Base

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 List" button and you will see only the contracts with the status code "In Negotiation". You will see the 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 get started, select My Organization > Our Contracts - from the main menu on the left hand side.

This will display your list of contracts. To filter the list, click the "Filter List" button.

The Filter List 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 by:

  • Contract Status
  • Contract Type
  • Contract Category
  • Department
  • Team Member/Representative
  • Second Party Constituent
  • Date Type
  • Start Date
  • End Date

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

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 its original state.