Agreement Search: Agreements Tab

Go to Finance > Agreements to reach the agreement search screen. Use the toolbar to run searches and take bulk actions, then use the column filters to narrow results.

Toolbar

Control	What it does
New	Creates a new agreement.
View Report	Prints the agreement list report.
Actions	Bulk operations on selected agreements (see below).
Search	Runs the search using the current filter criteria.
Clear	Resets all filters.

Actions menu options

• Add Prorate — Prorates the selected agreements.
• Open Communications Manager — Sends the contacts on the selected agreements to the Communications Manager so you can email them.
• Update Billing Information — Updates billing information across selected agreements.
• Update Shipping Information — Updates shipping information across selected agreements.
• Update Tax Code — Updates the tax code across selected agreements.
• Update Custom Field — Updates a custom field across selected agreements.

Column descriptions

Each column in the search results can also act as a filter. Columns with a drop-down let you filter the list before running a search.

Column	Description
Agreement Type	The agreement type. Use the drop-down to filter by type.
Agreement Name	The agreement name.
Company Name	The company associated with the agreement.
Contact	The contact for the agreement.
Amount	Sum of the Billing Amount and Additions on the agreement. Does not include billing amounts from child agreements.
Billing Cycle	The billing cycle set in the Recurring Invoice Parameters pod.
Date Start	The agreement start date. Use the drop-down to filter by start date.
Date End	The agreement end date.
Status	Current agreement status. Use the drop-down to filter by status.
Location	The site for the agreement. Use the drop-down to filter by location.
Department	The department for the agreement. Use the drop-down to filter by department.
Subcontractor	The subcontracting company, if applicable.
Territory	The territory of the agreement. Use the drop-down to filter by territory.
Level	Whether the agreement is a Parent or Child, and how many child agreements are attached to a parent. Use the drop-down to filter by level.
Prorate	A checkmark indicates the agreement has been prorated.
Company Type	The company categorization. Use the drop-down to filter by company type.
Next Invoice Date	The date the next invoice is scheduled to send to the client.

Note: Agreements with a future Date Start show as Inactive. If you’re looking for an agreement that hasn’t started yet, change the Status filter to All — the default filter only shows active agreements.

Tip: If you can’t find an agreement, scroll right to the Level column. Set Level to the appropriate level and Status to All, then search again.

Send agreement contacts to Communications Manager

1. Go to Finance > Agreements.
2. Use the Agreement Type drop-down to filter to the agreements you want.
3. Select Search.
4. Select the agreements you want to contact. To select all, use the checkbox in the top-left corner of the list.
5. From the Actions drop-down, select Open Communications Manager.
6. In Communications Manager, select Compose Email to draft and send your message.