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Additional Client Contracts Window Information
- 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 in the Client Contracts window
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Columns on the Client Contacts window
Linked: Indicates if the Contact records 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.
Contents
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