How do I View Contracts By Tags?

Updated on September 26, 2020 05:28AM by Admin

Tags help you organize your contracts into groups and also allows you to view the list of contracts by particular tag.

  • You can check if the By Tag view is enabled by navigating to Settings → Customize App → Views.

  • You can also configure the privileges for the employees. Only the employees who have the selected privilege can view the selected view.

Note: The privileges for the employees are configured in the Employees App.

  • Go to the Home Page of the Contracts App. Choose By Tag from the left panel.
Contracts App

  • The different tags created in your account will be listed in the By Tag section. You can choose a tag and view the contracts with the associated tag.
  • Consider viewing contracts whose tag is marked as East Coast from the left panel. The records will display.
By Tag

  • Select the More Details to redirect to the Overview page of the contract.

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