Filter Sets-Saving, Deleting, and Using (Video)
After searching using filters, Ntracts allows you to save a filter set. Saving a filtered set allows you and other users to share filter sets. This allows for quick and easy access when running the same search in the future.
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Filter Sets - Saving, Deleting, and Using
After searching using filters, Ntracts allows you to save a filter set. Saving a filtered set allows you and other users to share filter sets. This allows for quick and easy access when running the same search in the future.
Search Using Filters (Video)
When you select Search Using Filters, this type of search is specifically for AND operator searches. The filter search lets you decide which fields to search. Play Video (2:13)
Using the Advanced Search (Video)
Using the Advanced Search is specifically for OR operator searches. OR statements allow you to look for more than one value in the same field. Play Video (2:13)
Using the Site Search (Video)
The site search will return contract records, address book entries, and workflows that match the search term or phrase. Play Video (1:28)
Using & Viewing Multiple Datasheets (Video)
Multiple datasheets provide a historical view of the contract record. When a collection of datasheets is used, you can capture changes over time such as a renewal, change in responsible parties, or a change on a custom tab. This video ...