Contract list, filters, and templates

Contract search, filtering, and convenient work views.

Last updated 13 days ago

Open Contracts to find your organization's active, pending, or expired contracts. Above the table, you can select All contracts or a specific contract type. The number next to the type indicates how many records it contains.

The table displays the contract name, number, Contact, type, value, assignees, and status. Click the name or number to open the contract card. Use the search function if you know part of the name, number, or Contact.

For more precise selection, open Filters. You can filter by assignee, Contact, start or end date, creation and contract dates, status, Contact category, and project. In the Additional filters section, you will find expired, indefinite, and discarded contracts. If no results appear, click Clear filters and add criteria one by one.

Save frequently used filter settings as a template using the bookmark button. Adjust visible columns and the number of records via the table menu—this changes your view, not the contracts themselves.

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