All contracts

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can view an overview of all contracts.

From this screen, a user can:

• filter contracts (using extended filter)
• view contract details
• view contact.

Hover your mouse over the Sales icon in the navigation bar, click on Contracts and then in the now -pened screen, select the All contracts overview from the dropdown menu.

The following screen is opened:

Filter contracts

Use the extended filter by clicking on the filter button in the upper right corner of the search/filter bar.

Allows you to filter the shown contracts by:

• Start date (which is recorded with the contract details)
• End date (which is recorded with the contract details)
• Creation date (date the contract was created in Yuki).

View contract details

• Click the subject of the document
  OR
• Hover your mouse over the line of the relevant contract, click on the button with the three dots, and then select View contract details from the dropdown menu.
  
  

In the now-opened screen, a contract can be changed, if necessary.

View contact

Hover your mouse over the line of the corresponding contract, click on the button with the three dots and then select View contact from the dropdown menu.

The contact card of the corresponding contact is now opened.