Agreements List View
The Agreements List view displays all agreements across your Rev.io instance, giving your team a centralized place to view and manage customer agreements. It is accessible by clicking Customers in the sidebar menu and selecting Agreements.
Each column in the Agreements List view is defined below.
| Label | Definition |
|---|---|
| Agreement ID | Unique numerical identifier for the agreement. |
| Agreement Name | Name of the agreement. |
| Duration | Duration type of the agreement, such as Evergreen or Fixed Term. |
| Status | Current status of the agreement. Statuses include Pending, Active, Pending Cancellation, and Cancelled. |
| Customer ID | Unique numerical identifier for the customer. |
| Customer Name | Name of the customer the agreement belongs to. |
| Term Status | Current term of the agreement, such as Initial Term. |
| Start Date | Date the agreement begins. |
| Agreement Expiration | Date the agreement expires, if applicable. |
| Last Modified | Date the agreement was last modified. |
The following actions are available on the Agreements List view.
- Create a new agreement by clicking Add Agreement in the upper right, selecting a customer, and clicking Continue. See the Add/Edit Agreements article for more information.
- Create a new agreement from a template by clicking Create from Template, selecting a customer, clicking Continue, and then selecting an agreement template. See the Add/Edit Agreements article for more information.
- Filter the list by clicking the Filter button.
- Sort the list by clicking a column label in the table header.
- Open an agreement by clicking its row in the list.
- Edit, lock, or unlock an agreement by clicking the ellipsis at the end of the row and selecting the appropriate option.
- Move between pages and choose how many agreements display on each page using the controls at the bottom of the list.
For more information about agreements, see the following articles.