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Apr 1, 2025

Contract Columns

 

This article will walk you through how to view/hide or move columns and how they are viewed on your contract. You can change these views based on the individual user, store, or entire company. You can also change how the columns are positioned on a new, closed, or modified contract.

 

Personalizing Contract Columns

  1. Right-click with your mouse on the green header bar above the first line item on the contract.

 

  1. Under Column Visible, a list of options will be displayed, reflecting what is displayed on your contracts. By checking a box within this section, the column will populate on your contract. Unchecking the box will remove the column.


    Below are the additional options found on this screen.

    Moving Up/DownClick on an item and select the move up or down button to reposition the columns and their order of appearance on your contract. Right-clicking on a column lets you move it directly to the top or bottom. Holding down 'Ctrl' and using the page up/down keys or dragging and dropping will also move the column to the desired position.
    SearchingTyping in this screen will search the columns and bring those that fit the search to the top, so you don't have to scroll the whole list to find the column you want to enable/disable. 
    HideSelecting this button will automatically check or uncheck the item you have highlighted. A checked box means it will display as a column on your contract, and unchecking will remove the column.
    ResetSelecting this button will reset the system's default setting.

 

  1. From the drop-down menu, you can save your settings based on an individual user, by store default, or company default. This will save your current sort column.


  2.  Press Save to save your changes.