Überblick
Zentrale Vertragsliste mit Suche, gespeicherten Ansichten, Eigentümer, Subject-Scope, Status, Lebenszyklusphase und sensiblen Feldern.Schritte
- Einsatz filters and saved views for repeated operating reviews.
- Einsatz lifecycle stage and payment state together to prioritize work.
- Sensitive fields are hidden unless the role has the right permission.
- Einsatz workflow transitions instead of directly changing controlled lifecycle fields.