COBBLESTONE SOFTWARE

Contract Insight — User Guide

02. View and Edit Company/Vendor

03. Admin User Manual › Vendor/Customer Management › 02. View and Edit Company/Vendor

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A company record's Details panel can be edited as a whole with Edit All, at the top of the record next to Actions, or field by field using each field's own inline pencil icon — the same editing pattern used on contracts and purchase orders.

2. Key Elements

• Edit All switches the entire Details panel into an editable form
• Individual fields also carry their own inline edit icon
• Actions menu sits beside Edit All at the top of the record

3. Quick Reference Summary

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