2.5 Vendor/Customer Information Fields

Vendor/Customer Information Fields   

Vendor/Client Gateway: Managing Fields Displayed for from Vendor/Customer Information

Contract Insight allows system administrators and users with the appropriate permissions to manage the fields that are displayed on the Vendor/Client on the Gateway from the Vendor/Customer Details screen as well as fields to be displayed on New Company Signups through the Gateway.

To access the Manage Gateway Fields screen

1. Navigate to Manage/Setup - Field Manager - Manage Fields - Vendor/Client Gateway Configuration - Manage Gateway Fields By Type

2. Select the Table Area and then Select a Record Type

3. Already Assigned fields will show in the Assigned Fields Area. If no fields have been assigned, then all fields will display on the record. Click Remove All to remove all assigned fields.

4. Fields that have not been assigned will show on the Available Fields area. Click Add All to add all available fields to a record type. Fields can be ordered by dragging and dropping the field row to your desired location.

Is Required: Marks the field as required on Add

Allow Add: Field will show on Add Screens

Allow Edit: Field will show on Details Screen and is editable

Show on Search: Field will show on grid on search

Mark as Unique: The fields that are marked as Unique will get checked while creating a new Vendor/Company. If values match with existing records, it will prompt the user accordingly. This functionality avoids the duplication of vendor/customer records.