Using the Contract list view
The Contract list view displays all of the contracts that you have access. You can use and to filter the list of records.
Note: The security access determines
what functions are available. Contact system administrator for any access rights
changes. Web
Viewer users
cannot
access full
functionality.
To access the Contract list view, you can click on the Navigation Bar.
On this page you can:
- Click , to refresh list information.
- Use the Summary view. See Using the Summary view
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter My list. See Using Task Pane filters
- Use the to search for records. See Using lookup
- Click a to access the Contract detail view. See Using the Contract detail view
- View a group. See What are Groups?
The Task Pane contains the Common Tasks section. In this section, you can:
- Use Mail Merge in the web client. See Using Mail Merge in the web client
- Add to group. See Adding Ad Hoc group records
- Remove from group. See Adding Ad Hoc group records
- Save records as a group. See Adding an Ad Hoc group
- Export records. See Exporting records to a file
- Promote to Dashboard. See Promoting a group to the Dashboard
- Update records. See Updating multiple fields for multiple records
- Delete multiple records. See Deleting multiple records