Add all contracts table

edited October 2021 in Revenue Management 2 comments
While contracts are technically their own object, you can only access them through clients and timeboxed by the 3 year period. I would like the ability to easily see every contract record with a view similar to clients and contacts where I can edit which fields I want to pull up, complete inline edits, and export my view.
As one example of frustration, there's no way to see the field "Forecast Type" unless you click inside a specific contract - this field doesn't appear in any export nor in the revenue report.
4
4 votes

under review · Last Updated

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