You can search for agreements in the Search & filter pane of the Agreements app. To search for agreements, enter your search terms in the search box.
You can also search for agreements by selecting any of the filters in the Search & filter pane: Status, Renewal priority, Is perpetual, Start date, End date, Organizations, Organization role, Internal contacts, Internal contacts role, Tags, and Supplementary properties. For more information on the filters, see the filter descriptions below.
To filter agreements by their status, select one of the listed options. Statuses include:
To filter agreements by their renewal priority, select one of the listed options. Possible types may include:
Renewal priority options are configured in the Agreements section of the Settings app under Supplementary property pick list setup.
To filter agreements by whether or not they are perpetual, select Yes or No.
To filter agreements by their associated organizations, select an organization from the dropdown menu. Organizations are set up in the Organizations app.
To filter agreements by their associated organizations’ roles, select an organization role from the dropdown menu.
To filter agreements by their associated internal contacts, select an internal contact from the dropdown menu. Internal contacts are set up in the Users app.
To filter agreements by their associated internal contacts’ roles, select an internal contact role from the dropdown menu. Internal contact roles are configured in the Agreements section of the Settings app under Supplementary property pick list setup.
To search for agreements assigned specific tags, follow these steps:
To filter agreements by their supplementary properties, follow these steps:
To delete a rule or supplementary property filter in the Supplementary property filter builder, click on the trash can icon next to the rule or supplementary property filter.