Filter Contracts

You can filter and manage the contracts in the list view based on the contract status & type using the relevant filter combo boxes.

You can filter contracts based on different status levels.

You can also filter contracts based on contract types:

1. All Types
   
2. Lease
   
3. Maintenance
   
4. Support
   
5. Warranty
   

• Related Articles

• Import Contracts

  You can import contracts in bulk from Microsoft Excel files. Go to Contracts and click Import from XLS. Locate the XLS file on your device. Click Submit. Map the Excel columns with the relevant fields. Click Import. After the contracts are imported, ...

• Overview - Contracts

  AssetExplorer supports formulating, controlling, and managing legally-binding contracts with external parties . Contract management can be used in conjunction with service management and asset management. You can create contracts for your assets, ...

• Search Contracts

  You can search for contracts from the list view page. Click on the far-right of the list view table header. Enter the search term in the relevant column's search text box. Note that you cannot search through date fields. Click Go. Use global search ...

• Edit/Delete Contracts

  Edit Contract Go to the contract details page and click Edit. Make the necessary changes in the Edit Contract form. Click Save. Delete Contract In the contracts list view page, select the contracts you want to delete. Click Delete on the tool bar. ...

• Contract Type

  The contract type is a classification used to categorize contacts into different types, such as maintenance, support, or warranty. You can configure new contract types and configure them with contracts as required. Create New Contract Type Go to ...