Audience: standard users and power users
Overview
You can customize the Contract Search Screen using the Contract Search Settings. These settings let you:
Choose a default contract status filter to narrow your search results.
Pick which columns are shown in the search results.
Every user can personalize their own settings. Power Users, however, can apply these settings globally, making them the default for all users.
By the end of this article, you’ll be able to:
Set a default filter based on contract status.
Choose which columns appear in your search results.
Save your search settings and, if needed, apply them as default for your entire team.
Accessing your Contract Search Settings
To access your contract search settings, go to the Contract Search Screen (Contracts -> Searching/Reporting), click Actions in the top right and select Contract Search Settings. Alternatively, you can right-click on any area of the Contract search screen and select Contract Search Settings.
Once in the Search Settings, you'll see expandable headings for:
Search Filtering
By default, the "Status" filter displays only active contracts. You can change this if required to display all contracts, or only contracts with a certain status.
Search Results
Browse the list of columns available for that list and set to either Visible or Invisible, depending on whether you wish to display it or remove it.
Saving Search Settings and managing Global Preferences
Standard users:
Save - to save your changes and go back to the Contract Search Screen.
Cancel - to discard changes and go back to the Contract Search Screen.
Restore Defaults - to discard any previously-saved changes you made and restore your Search Settings back to either the current global preference, as set by a Power User, or "factory" settings if there is no saved global preference.
Power users:
Save as global preference - creates a customized global setting for new users. Current users will not automatically see these new settings until they access their own Dashboard settings and use "Restore Defaults".
Clear global preference - deletes the customized global setting and sets the "factory" settings as the default, if users click "Restore Defaults". As a power user clicking this button, note that your own Search Settings won't change unless you also click "Restore Defaults".
Task Search Settings
Similar to Contract search settings, you can also configure filters and column preferences for Task search results. The process for customizing Task search settings is the same, allowing you to set default filters, manage visible columns, and save global preferences for your team.
To access your Tasks search settings, click Actions in the top right of Task Search Screen and select Task Search Settings. Alternatively, you can right-click on any area of the Task search screen and select Task Search Settings.