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Customer Contract: How to search using Primary Party in Related Contract?

edited Oct 9, 2024 7:08AM in Enterprise Contracts 4 comments

Summary:

In the Related Contract, we should be able to search for a contract using other attributes such as Primary Party name.

Content (please ensure you mask any confidential information):

In the Related Contract tab, we can only search using Document Reference. Is it possible to search using Primary Party Name? The customer remembers the customer name better than they remember the contract number, and the related contracts are usually due to the related parties, e.g. HQ Company and its subsidiaries, or the addendum contracts, so from usability perspective, it makes more sense to be able to search by the customer name.

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