The Preview option available in the Retainer Services table of the Contracts App allows you to view the information present in a row as a side panel. Basically, employees can overview the information effortlessly on a single click.
Steps to preview a row
- In the Contracts App of Apptivo, select Settings from the app header.
- Go to Customize App → Master Layout from the left navigation panel of the Settings page.
- Scroll down to the Retainer Services table in the Master Layout. Click on it to view the Inspector tab.
- Here, navigate to the Actions section and enable the toggle for the Preview option.
- Save the changes.
- Now, create a new contract or open an existing contract. Here, go to the Retainer Services table.
- The Preview option is now visible in each row.
- On clicking the Preview button, you can view the Retainer Services information as a side panel.
