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• Sort a column by selecting the column header.
• Drag a column header up to the "Drag a column header" section to group the table by that column.
• Search for an entity using the Search field in the top right corner.
• Filter the displayed entities using the Edit Filter button on the lower right corner.
• Refresh the table by selecting the Refresh button.

Columns

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on the Client Contracts window

• Linked - Indicates if the Customer's Location and Site are linked
• ERP Contact: Displays the ERP Contact name.
• BOB Contact: Displays the synced BOB Contact name.
• ERP Email: Displays the email address for the ERP Contact.
• ERP Phone Number: Displays the telephone number for the ERP Contact.
• Ellipsis: Select the ellipsis to access the Client Contacts window.

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