Agreements

Use this module to review agreements and their status. Each account has a separate agreement.

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Search agreements

1. To search for agreements, click this Search box:

   

2. Type the text to search.

3. Press Enter on your keyboard.

This searches in all columns from Customer Number to Contract Status.

Filter by status

• To filter the table by contract status, use these buttons:

  

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

3. To sort again by another columnm, click another heading.

If you sort by multiple columns, the last one you click is the highest priority. The priority is shown with numbers.

For example, means that rows are sorted first for that column. Rows that have the same value for that column are sorted again by the column marked with .

Get more info

You can get more details on customers or accounts:

• Click a customer number to go to the Customer details page.

• Click an account number to go to the Account details page.

Reject an agreement

1. To reject an agreement, click this button:

   

2. Type in a reason for rejection, then click Yes.

   

Download an agreement

• To download an agreement, click this button:

  

Download a list of agreements

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.