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Contract Search Screen

Wed, Jan 17, 2024  Searching for a Contract
1. From the Contract module, click the Contract Search Button.
 

 

2. The Contract Search screen will open.
 

3. Enter any relevant information to help narrow down the set of search results which are shown. Note: A client has to be selected in order for any results to be shown. However, the more search fields that are completed the more precise the results will be.
 
4. Ticking the  Created By Me? tick box will show any contracts created by the User that is logged on.

 

5. The Status field defaults to Active but can be changed to show just cancelled contracts or both.

 

6. The Period field defaults to Current but can be changed to show, only past, only future or All (Current, Past and Future) contract.
 

 

7. Click on OK to begin the search.  Clicking cancel will take the User back to the previous screen.