How to search/find people
To find information in the overview list, use either the Search on top of the overview list or Filter next to the list (or a combination).
In general, the Filter is easy to access and you always see the applied criteria. It also has some advanced features: You can search for certain file names (plus content in PDF files), and you have access to pre-defined quick filters. The Search allows you to simply browse the list for certain words/dates in your entries (also in fields you don't see in the overview list). In addition, the Advanced Search allows to search for any content (also date ranges) in single or multiple fields.
Example 1:
You want to find all contracts expiring within the next 6 months. Check if there is a quick filter for this. If not - use the Advanced search in this way: Add the field Expected expiration date, select Before under Rule and pick a date that is 6 months in the future under Value.
Example 2:
You want to verify that all your IFRS contracts have an initial assessment: Open the Quickfilter and pick Lease: Missing initial assessment. If you want, you can also select a certain supplier under the filter field Contract partner. Or you search for a certain attached contract under File attachments.
Search
Use the search to find content entered in fields.
Standard search
Use the search field for a free text search.
Example:
You want to find your contract AF-123. Write "AF-123" into the search field - and the contract is displayed.
Advanced search
Click the 
menu to search and/or combine specific fields.
Example:
You want to find all supplier contracts that will expire this year: First, search for the supplier contracts (field Type). Then add a new criteria and search for Expected Expiry Datebefore 31.12. this year.
Save search
You can save any search by clicking 
Save filter in the 
Filter section. The search is then added as a Favorite to the top of the filter section.
Clear search
Click 
Clear filter in the Filter section to clear the search filter. Note that any additional filters/searches you have applied will also be cleared.
Filters
Filters - a collapsable list to the left of each overview list - give even more precise hits.
Here some highlights:
-
You can search for attachments (file and content).
Field criteria
By default, fields such as “Responsible employee,” “Department,” and “Department partner” are displayed. This allows you to quickly find all agreements for which you are responsible that relate to a specific department or agreement partner.
Select the pen icon to add or remove fields.
-
To add a new field, click More fields and pick the one you want to add.
-
To remove a field, click the red cross next to the field.
-
Use Drag&Drop to change the order.
To save your changes, click the pen icon again.
Favorites
Here you will find your saved favorites.
To save a filter as a favorite, click Save filter at the bottom (this only works if you have an active search). You can now give the favorite a name and it will be added under Favorites. Remember that you can also create favorites from advanced searches or by combining filters and searches.
To delete a favorite, clickEdit filters next to Favorites. Then click on the pen icon next to the filter and then on Delete in the window. In the same place, you can also change the name of a favorite.
Tip!
It is also possible to combine several favorites by clicking on them one after the other.
Quick filters
These are pre-defined filters we created based on our customers' feedback.
Example!
You can find all entries with attachments, with/without payment schedules, created by you and much more. It is especially useful for searches that are not based on specific field entries.
Tip!
Write a key word into the search field to narrow the search.
With quick filters you can find these contracts:
Created within the last 24 hours
Created within the last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within the last 24 hours
Changed within the last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Expiration date within 4 weeks
Continuous contract (= a contract without expiration date)
No continuous contract (= a contract with expiration date)
Expired contracts
Has attachments
Has no attachments
Has active departments
Has inactive departments
Created by me
What I am following
Modified by me
Has inactive: Responsible employee
Has inactive: Signed by
Has adjustment schedule
Has payments (= contract contains at least one payment schedule)
Has no payments (= has no payment schedule on the contract)
Has index adjustment schedule
Lease: Classified
Lease: Not classified
Lease: Lessee gets title of ownership
Lease: Missing initial assessment
Lease: With exemption for low-value assets
Lease: With exemption for short-term
Lease: With ROU measured from commencement
Lease: With ROU measured from implementation date
Lease: Financial
Lease: Operational
Lease: Has initial assessment
Lease: Has settlement
Lease: Is headlease
Lease: Is sublease
Lease: Part of sublease structure
Has comments
Has no comments
Has events
Has no events
Has DORA
Has no DORA
Is DORA-ready
Is not DORA-ready
Is a DORA draft
Has "Accounting currency"
Has no "Accounting currency"
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Contract partner"
Has no "Contract partner"
Has "Contract without end date"
Has no "Contract without end date"
Has "Currency"
Has no "Currency"
Has "Department"
Has no "Department"
Has "Index"
Has no "Index"
Has "Labels"
Has no "Labels"
Has "Location"
Has no "Location"
Has "Note"
Has no "Note"
Has "Notice period"
Has no "Notice period"
Has "Related asset"
Has no "Related asset"
Has "Related contract"
Has no Related contract"
Has "Responsible employee"
Has no "Responsible employee"
Has "Signed by"
Has no "Signed by"
Has "Start date"
Has no "Start date"
Has "Status when expired"
Has no "Status when expired"
Has "Termination deadline"
Has no "Termination deadline"
Has "Title"
Has no "Title"
Has "Type"
Has no "Type"
With quick filters you can find these persons / users:
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
Is "Responsible employee" for assets
Is "Responsible employee" for contracts
Is "Responsible employee" for departments
Is "Responsible employee" for locations
Is not "Responsible employee" for assets
Is not "Responsible employee" for contracts
Is not "Responsible employee" for departments
Is not "Responsible employee" for locations
Has user
Has active departments
Has inactive departments
Created by me
What I am following
Modified by me
Have phone
Has inactive: Superior employee
Has comments
Has no comments
Has events
Has no events
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Country"
Has no "Country"
Has "Date of birth"
Has no "Date of birth"
Has "Department"
Has no "Department"
Has "Email"
Has no "Email"
Has "Employee Number"
Has no "Employee Number"
Has "First day of employment"
Has no "First day of employment"
Has "First name"
Has no "First name"
Has "Has logged in?"
Has no "Has logged in?"
Has "Labels"
Has no "Labels"
Has "Last login"
Has no "Last login"
Has "Location"
Has no "Location"
Has "Mobile phone"
Has no "Mobile phone"
Has "Name"
Has no "Name"
Has "Note"
Has no "Note"
Has "Phone"
Has no "Phone"
Has "Position"
Has no "Position"
Has "Postal code"
Has no "Postal code"
Has "State"
Has no "State"
Has "Street"
Has no "Street"
Has "Superior employee"
Has no "Superior employee"
Has "Surname"
Has no "Surname"
Has "Town"
Has no "Town"
Has "User account activated"
Has no "User account activated"
Has "User group"
Has no "User group"
Has "Username"
Has no "Username"
With quick filters you can find the following partners (suppliers and customers):
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
Has active contracts
Created by me
Modified by me
Has relation to my company
Have phone
Has inactive: Internal contact person
Has comments
Has no comments
Has DORA
Has no DORA
Is DORA-ready
Is not DORA-ready
Is a DORA draft
Has "Companies"
Has no "Companies"
Has "Country"
Has no "Country"
Has "Email"
Has no "Email"
Has "Environmental protection"
Has no "Environmental protection"
Has "Group"
Has no "Group"
Has "Human rights"
Has no "Human rights"
Has "Internal contact person"
Has no "Internal contact person"
Has "Mobile phone"
Has no "Mobile phone"
Has "Name"
Has no "Name"
Has "Note"
Has no "Note"
Has "Organization number"
Has no "Organization number"
Has "Phone"
Has no "Phone"
Has "Work ethics"
Has no "Work ethics"
With quick filters you can find the following assets:
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
Has active departments
Has inactive departments
Created by me
What I am following
Modified by me
Has inactive: Responsible employee
Has inactive: Utilized by
Has events
Has no events
Has comments
Has no comments
Has "Assessment"
Has no "Assessment"
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Condition"
Has no "Condition"
Has "Department"
Has no "Department"
Has "Disposal date"
Has no "Disposal date"
Has "Invoice date"
Has no "Invoice date"
Has "Invoice reference"
Has no "Invoice reference"
Has "Labels"
Has no "Labels"
Has "Location"
Has no "Location"
Has "Manufacturer"
Has no "Manufacturer"
Has "Model"
Has no "Model"
Has "Monthly adjustment factor"
Has no "Monthly adjustment factor"
Has "Note"
Has no "Note"
Has "Procurement date"
Has no "Procurement date"
Has "Related assets"
Has no "Related assets"
Has "Related contracts"
Has no "Related contracts"
Has "Responsible employee"
Has no "Responsible employee"
Has "Serial number"
Has no "Serial number"
Has "State"
Has no "State"
Has "Supplier"
Has no "Supplier"
Has "Theft number"
Has no "Theft number"
Has "Title"
Has no "Title"
Has "Type of disposal amount"
Has no "Type of disposal amount"
Has "Utilized by"
Has no "Utilized by"
Has "Warranty date"
Has no "Warranty date"
Has "Warranty expire date"
Has no "Warranty expire date"
There are no quick filters for the Surveys and Digital Signing modules.
Save filter
You can save any filter by clicking Save filter. The filter is then added as a Favorite to the top of the filter section.
You can also save a combination of search and filters.
Clear filter
Click Clear filter to clear the search filter. Note that any additional filters/searches you have applied will also be cleared.