Introducing the "Filter Fields" Feature

When viewing or creating any record it is possible to filter the fields displayed. When, for example, viewing or creating a contract record, you can restrict the view to show only those fields that are mandatory.

                                                                    Graphical user interface, text, application  Description automatically generated


When the * icon is selected only those fields that are mandatory to be filled out will be displayed.

This can be handy when wanting to quickly create, for example, a new party or contract, and you only want to fill out the minimum number of fields required.


Please note: If the record has no mandatory fields for the user to fill out this feature will not be offered.

Please read more about this new feature in this article;

If you have any questions about this new feature or any other issue, please contact us using the ticket system or email

Login to post a comment