Views, Filtering and Sorting

Creating a New View
With intelligentcontract, it is possible to manage Views on behalf of users.  Control over both customised and pre-defined Views allows administrators to...
Thu, 8 Oct, 2020 at 2:50 PM
Editing Views
Adjusting Existing Views Within all Summary screens, there is a standard set of default Views that you can utilise. The fields selected for these Vi...
Wed, 7 Oct, 2020 at 6:39 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...
Mon, 18 Mar, 2019 at 1:50 PM
Freezing Your Filter Values
If you filter data on a Summary screen, the system will automatically lock the filters in place. The columns where you have entered a filter are highligh...
Wed, 13 Jan, 2021 at 5:26 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 ...
Mon, 25 Mar, 2019 at 3:29 PM
Filter Fields to display "Mandatory Only"
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 restric...
Tue, 13 Apr, 2021 at 9:55 AM