---
title: "2.5 Vendor/Customer Information Fields"
slug: "25-vendorcustomer-information-fields-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/25-vendorcustomer-information-fields-1"
---

> ## 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.

# 2.5 Vendor/Customer Information Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**2.5 Vendor/Customer Information Fields**

*Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.5 Vendor/Customer Information Fields*

**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

With **Area** set to **Vendors/Customers**, the VCG **Fields** tab controls which **fields** a vendor or client can see and edit about their own company record on the Gateway — separate from the individual-contact **fields** under **Vendors/Customers** Contacts — gated overall by the **Allow Management of Vendor Information** setting.

# 2. Key Elements

- VCG → **Fields** tab → **Area**: **Vendors/Customers** configures the company-level record's Gateway field set
- **Allow Management of Vendor Information** (VCG Settings → Access) must be on for a Vendor/Client Admin user to edit these **fields** at all
- **Fields** chosen here surface on the gateway-side Contacts/Users → **My Company Info** screen
- **Sourcing Record Product Service Codes** and **Vendor Product Service Codes** are separate, related areas in the same **Area** dropdown for procurement-catalog **fields**
- Each company **Record Type** (for example, Vendor, Customer, or Supplier) has its own Gateway field set.

# 3. Turning On Vendor Information Management

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **gateway**, then click **Vendor/Client Gateway (VCG)**.

![Administration page filtered to gateway with Vendor/Client Gateway (VCG) highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vcg-01-admin.jpg)

1. On the **Settings** tab, scroll to the **Access** group.
2. Turn on **Allow Management of Vendor Information**.
3. Click **Save changes**.

![VCG Settings tab with Allow Management of Vendor Information and its toggle highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vf-01-allow-mgmt.jpg)

**Note:** If this setting is off, Vendor/Client Admin users cannot edit their company information on the Gateway, even when fields are set up below.

# 4. Choosing the Vendors/Customers Area

1. Open **Vendor/Client Gateway (VCG)** (see Section 3) and click the **Fields** tab.
2. Click the **Area** drop-down. Type **Vendor** in its search box to narrow the list.
3. Select **Vendors/Customers**. (Use **Vendors/Customers Contacts** for individual-contact fields and **VendorCustomer Addresses** for address fields.)

![VCG Fields tab with the Area drop-down open and Vendors/Customers highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vf-02-area.jpg)

# 5. Choosing a Record Type

1. Click the **Record Type** drop-down.
2. Select the company type to set up (for example, **Vendor**). Each type keeps its own list of Gateway fields.

![Record Type drop-down open with Vendor highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vf-03-record-type.jpg)

# 6. Managing Fields on the Gateway

1. Turn on **Offer this company type to Gateway users** so Gateway users can choose this company type.
2. Review the **On the Gateway** list. These are the fields vendors and clients see on **My Company Info**.
3. Drag a field by its handle to change the order it appears on the Gateway.
4. For each field, check the options that apply: **Search**, **Add**, **Edit**, **Required**, and **Unique**.
5. Click **»** (**Take off the Gateway**) to remove a field from the Gateway.

![On the Gateway list with the Offer this company type toggle, drag handles, Search/Add/Edit/Required/Unique columns, and Take off the Gateway buttons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vf-04-on-gateway.jpg)

**Note:** Changes on the **Fields** tab save as you make them. There is no Save button.

# 7. Adding Fields or Copying a Field Set

1. Under **Not shown**, use **Find a field** to search the fields not yet on the Gateway.
2. Click **«** (**Add**) next to a field to put it on the Gateway. Click **Add every field** to add them all.
3. To reuse another company type's setup, under **Start from another type**, pick a type from **Choose a type** and click **Copy its fields here**.
4. Click **Remove all fields** to clear the Gateway list and start over.

![Not shown list with Find a field, Add buttons, Add every field, Start from another type, Choose a type, Copy its fields here, and Remove all fields highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vf-05-not-shown.jpg)

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Let vendors edit company info | **Administration** → **Vendor/Client Gateway (VCG)** → **Settings** → **Access** → turn on **Allow Management of Vendor Information** → **Save changes**. |
| Open company-level fields | **Fields** tab → **Area**: **Vendors/Customers** → choose a **Record Type**. |
| Offer a company type on the Gateway | Turn on **Offer this company type to Gateway users**. |
| Set field options | **On the Gateway** → check **Search**, **Add**, **Edit**, **Required**, or **Unique**. |
| Add or remove a field | **«** under **Not shown** to add; **»** under **On the Gateway** to remove. |
| Copy another type's fields | **Start from another type** → **Choose a type** → **Copy its fields here**. |