Searching for an Agreement

 

Screen Navigation: Agreements - All Agreements

 

At any point, there may be a large amount of agreement records in the system. Searching for a single agreement in the Agreement listing page can seem daunting.

Fortunately, CRM incorporates filters at the top of each column to aid with discovery. In addition, you can also use the Advanced Search function to further narrow down the list.

A notable feature is that the status of the agreements are colour coded so that you can see at one glance which agreement is still in draft, pending for approval and approved.

 

 

Jump directly to topic:

 

 

 

Search for an Agreement

To search for Agreement on the main Agreements listing:

 

1. Go to the Agreements tab and click Agreements. The Agreements listing will be displayed.

 

2. Use the search filters on the Filter row to narrow down the list of agreements.

For more ways to filter, see Use Filters.

 

 

 

3. You can also click the Draft, Pending for Approval or Approved tabs to only show agreements with those statuses.

 

 

 

 

Search for an Agreement using the Advanced Search function

To search for a Agreement using the Advanced Search function:

 

1. From the Agreements listing, click Search Agreement.

 

2. This will open a drop-down menu with more specific search criteria. Fill in the information you would like to use in your search.

 

 

 

The following table provides you with more information on the available fields:

Field

Description

Customer

 Select the customer with whom the agreement is made.
BASS Entity Select which BASS company is involved in this agreement.
Currency Select the currency of this agreement.
Agreement Status Select the status of the agreement, i.e. Draft, Pending for Approval
Agreement Type Select the type of agreement. For example: Sales and Maintenance, Partnership Agreement, License and Services, etc.
Include deactivated? Select this check box to include deactivated agreements in the search results.
Go directly to Agreement No. Type the Agreement number and click Go to directly open the agreement.

 

3. Click Search. The results of your search will be displayed.

 

 

 

 

What would you like to do?