COBBLESTONE SOFTWARE

Contract Insight — User Guide

03. Add Contacts to Company/Vendor

03. Admin User Manual › Vendor/Customer Management › 03. Add Contacts to 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

New in the Contacts subtable on a company's Company Contacts tab adds a single contact, while Bulk add covers adding several contacts at once; each contact's own record then carries its full detail — name, title, department, phone, email, address, and gateway login fields — reachable via Manage.

2. Key Elements

• Company Contacts tab → Contacts → New adds a single contact
• Bulk add adds multiple contacts at once
• Manage on a contact row opens its full Details and Record Info

3. Quick Reference Summary

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