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

  1. Log in and access Contracts App from your universal navigation menu bar.
  2. Click on “Moreimage result for more icon icon and select “Settingsimage result for settings located at the app header bar.
    contract settings
  3. Click on “List layout ” from "Customize App" drop down found at the left navigation panel.
  4. You can add your own column set by clicking on “Create” button.
    list layout
  5. Customize column set with your preferred fields.
  6. 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:
    image reult for add fields in contracts
  7. You can also hide the options by uncheck the field, if needed as shown in the image below:
    image result for remove fields

View Contracts by column set

After customization, go to "Contracts App" dashboard.

  1. Click on “Show All” from left navigation panel.
  2. Click on “Display” drop down, and select “Contract Information”.
  3. You can view the result as shown in the image below:

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