How do I View Contracts By Tags?

Tags help you organize your contracts into groups and also allows you to view the list of contracts by particular tag.

• You can check if the By Tag view is enabled by navigating to Settings → Customize App → Views.

• You can also configure the privileges for the employees. Only the employees who have the selected privilege can view the selected view.

Note: The privileges for the employees are configured in the Employees App.

• Go to the Home Page of the Contracts App. Choose By Tag from the left panel.

• The different tags created in your account will be listed in the By Tag section. You can choose a tag and view the contracts with the associated tag.
• Consider viewing contracts whose tag is marked as East Coast from the left panel. The records will display.

• Select the More Details to redirect to the Overview page of the contract.

Related Links

• Create and Manage Tags
• Customize Contracts App