26 results found
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9 votes
Thanks for your suggestion. We have chosen to move forward with this idea as part of our roadmap. Please keep an eye on our Success Portal for further updates.
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Improve contract linking with pictorial representations and logic
When you select a record it would be great to see the linkages in a graphical format rather than line entries with some form of hierarchy understanding between master agreement and sub-agreements where relevant with capability to click select each record. When creating links there may be a requirement to build some logic rules. I will do some analysis and add examples in a file when I have time to better illustrate current and potential .
Logic
1.Link contract records for master and sub-agreements with logic such as when you create a sub-agreement from a master agreement or link a…8 votes -
Document access
When accessing a document, the default is set to “all users” and then you can pick as another option “Owners & Editors”. I think it would more appropriate to have "Owners & Editors" as the default and then "all users" as the alternative option.
2 votes -
Tidy-up of the advanced search panel
The advanced search panel is just a list of all fields we use on a contract. Whilst this a great to be able to search against a lot of criteria, the panel itself looks too cluttered and is a struggle to find the required field quickly.
It would be great if section breaks/headers could be added, which would visually help the end user to focus on the fields they are looking for.
Collapsing the search panel, after hitting update would also clean things up on the result screen.
Thanks
7 votes -
In Reporting section of CM : general design and functionality
In Reporting section of CM : general design and functionality development over the pilot version
• to merge Contract Expiry with Contract Expiry Banding
• Contract by (Groups) to be better organized with better visibility
2 votes -
1 vote
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