Views, Filtering and Sorting

Creating a New View
Applicable Plans: Professional and Enterprise  With intelligentcontract it is possible to manage Views on behalf of users.  Control over both customised...
Wed, 24 Oct, 2018 at 4:28 PM
Editing Views
Applicable Plans: Professional and Enterprise Adjusting Existing Views Within all Summary screens there are a standard set of default Views that you c...
Wed, 24 Oct, 2018 at 4:47 PM
Filtering Results
When you view a summary screen (such as the contract summary) it is possible to filter the results. Filtering refers to cutting down the number of records s...
Wed, 24 Oct, 2018 at 4:55 PM
Freezing Your Filter Values
Applicable Plans: ALL If you filter and sort your data on a Summary screen and then click the lock in place, then the system will keep the filters in pl...
Thu, 22 Mar, 2018 at 2:15 PM
Sorting
The values held within a Summary screen can be sorted to present the records in a particular order, alphabetically, numerically and date wise.  To activate ...
Thu, 25 Oct, 2018 at 10:14 AM