If you require a filter option that is not created on Contract Concierge, not to worry, you are able to create your own custom fields to ensure you can filter and group your contracts.
How do I create a customer field?
Step 1. Select the custom fields tab and click create
Step 2. Put in Name of category field you are created and field type ie free type box, drop down etc
Create
Step 3. Once created this field will show on each contract on the details tab
Step 4. If you want your customer field category to show on the dashboard view, you can add this by adding the field to the 'Configure Columns.
