Line Items

Last Line Item and Contract Dates

This article will discuss how to quickly see your account's last line item and contract dates. Follow these steps to enable this view.

  1. Click Sales using the left-hand navigation menu.

    Screen Shot 2021-08-10 at 2.13.16 PM

  2. Click the Contracts tab to view your contracts and proposals.

    Screen Shot 2021-08-10 at 4.53.34 PM
     
  3. Click the Column Picker button to choose which columns to enable.



  4. Click Last Insertion Date and Last Contract Date to move them from hidden to visible.
    Note: You can move them back by clicking on them again from the Visible column.



  5. Click the Close button when you are satisfied with your selection.

You will now see that these two columns have been added.