Would you like to be able to customize the display of your contracts according to particular criteria? This is now possible with the views.
By default, you will find in the "Views" tab (in the main menu on the left) a view named "Signed contracts". This view therefore collects all signed projects/contracts that are stored in your Leeway account.
👁 How to create a new view
In addition to this "Signed Contracts" view, you have an infinite possibility to create views in a very simple way.
For example, as in the video below, let's create a new view to display only contracts with an amount greater than €100,000.
To do this:
1️⃣ Click on "+" on the "Views" line of the left menu,
2️⃣ Name the new view by clicking on 'Untitled view' to change it - for our example, we could name it "Contracts > 100 000",
3️⃣ Apply the necessary filters to display only the desired contracts. You can add as many filters as you like - for our example, let's choose the criterion "Amount > 100000".
4️⃣ Choose if needed which columns to display/not display and in which order. To do this, click on the "Attributes" button and check/uncheck the columns and change their order if you wish.
5️⃣ Finally, click on "Save view".
✏️ Modifying or deleting a view
To modify a view, first enter the view in question to be modified. Add, delete or change filters and/or column display as desired, then "Save View".
To delete a view, click on the "..." at the top right of the view, then click on "Delete View".
Access rights are therefore not affected by the views.
💡 By default, a newly-created view will be private, which means accessible only to its owner/creator.
Read this article to learn how to share a view with your whole company or only specific members/groups.