How can you quickly find a sales contract?


Here's how you do this:

1. Go to the Sales tab.

2. Click on the "Search - Search Contracts" button.

3. A new screen with some predefined filters will open.

4. The filters explained.
All 
With this filter, you can browse through all the contracts in iXpole.
My 
With this filter, you can browse through all your contracts.
Draft 
With this filter, you can browse through all the draft contracts in iXpole.
Cancelled 
With this filter, you can browse through all the canceled contracts in iXpole.
5. First you have to choose a filter, then you type the name of the customer and the system will search (in the filter you have chosen) for a contract for this customer.