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How do I View Contracts with My Preferred Column Sets?
Updated on January 8, 2017 09:26PM by Admin
View Column Set - This feature allows you to customize your contract fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom views. In order to save custom columns your account requires the premium or enterprise plans.
Steps to Customize Column Set
- Log in and access Contracts App from your universal navigation menu bar.
- Click on “More” icon and select “Settings” located at the app header bar.
- Click on “List layout ” from "Customize App" drop down found at the left navigation panel.
- You can add your own column set by clicking on “Create” button.
- Customize column set with your preferred fields.
- Choose fields from “Display” dropdown. For instance: We have created “Contract Information” column set, added “Name”, “Category”, “Tags”, “Market”, “Segment”, “Territory”, “Industry”, as shown in the image below:
- You can also hide the options by uncheck the field, if needed as shown in the image below:
View Contracts by column set
After customization, go to "Contracts App" dashboard.
- Click on “Show All” from left navigation panel.
- Click on “Display” drop down, and select “Contract Information”.
- You can view the result as shown in the image below:
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