---
title: "02. View and Edit Company/Vendor"
slug: "02-view-and-edit-companyvendor"
updated: 2024-01-25T18:12:58Z
published: 2024-01-25T18:12:58Z
canonical: "wiki.cobblestonesoftware.com/02-view-and-edit-companyvendor"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 02. View and Edit Company/Vendor

### **02. View and Edit Company/Vendor**

**Vendor/Customer Management: View & Manage** To view or edit Company/Vendor/Customer/Client/Supplier/Provider information, navigate to **Companies** > **Company List**. Each Vendor and Customer entered into the system display. ![Navigate to Company List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(280).png)

![View Details and View Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(211).png)

Click **View** for a name from the list to view the **Company Details** screen for that vendor/customer.

![Page Actions side menu highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(158).png)

**Note:** the **Active** field will determine whether the Vendor/Company will be displayed in the Vendor/Company drop down menu on the **Add New Contract** field and for editing a Contract Record.

Users with the proper privileges may edit each field by clicking the corresponding **Pencil Icon**. To link companies together, select **Link Companies**. To add attachments to a company, Click **Attachments** on the side menu. **Browse** to the file to attach and click **Save**. ![Attachments table highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(115).png)

**Note:** After attaching and saving an attachment, do not click your browser's refresh button. Doing so repeats the last action of attaching the file without warning or notification and a duplicate file will be attached.

Each Vendor/Customer has the capability of storing an unlimited number of thread-based notes. Vendor notes can be added by any employee who has access to manage/edit Vendors/Customers.