---
title: "4.1 Adding a Company Contact in Contract Insight Core"
slug: "41-adding-a-company-contact-in-contract-insight-core-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/41-adding-a-company-contact-in-contract-insight-core-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.

# 4.1 Adding a Company Contact in Contract Insight Core

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**4.1 Adding a Company Contact in Contract Insight Core**

*Module: Vendor/Client Gateway › Step 4: Managing Vendors/Clients on the Gateway › 4.1 Adding a Company Contact in Contract Insight Core*

**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

Company contacts are the people at a vendor or client company that you work with. Contacts are stored on the company's record in **Directory → Vendors / Customers**, on the **Company Contacts** tab. Clicking **New** on the Contacts subtable opens the **Add new Contact** panel, where you enter the contact's name, title, department, phone numbers, email, and address, plus a set of gateway-related fields — **Username**, **Password**, Regional Setting, **Is Active**, **Is Company Admin**, and Send Email — that control the contact's access if they'll log into the Vendor/Client Gateway.

# 2. Key Elements

- **Directory → Vendors / Customers:** the list of every vendor/client company record, with a **Search** box and a **Manage** button on each row.
- **Company Contacts tab:** the tab on a company record that holds the **Contacts** subtable, with **New**, **Bulk add**, and **Export** toolbar buttons and a **Manage** button on each existing contact.
- **Add new Contact panel — Details section:** Is Active, First Name, Last Name (required), Title, Dept, Phone, Fax, Mobile Number, Mobile Number Location, Email, Address1, Address2, City, State/Province, Postal Code, Country, and Notes.
- **Gateway fields in the same section:** Regional Setting, Password, Username, Is Company Admin, Send Email, SendOpportunityEmails, Allow Item Managment, and Allow Deletion of Attachments on Active Bids.
- **Record Info section:** Updated By, Entered By, Requested By Vendor, Contact ID, Entry Date, and Vendor ID. These are filled in by the system.
- **Save / Cancel:** buttons at the bottom of the panel that create the contact or discard it.

# 3. Navigating to the Company Record

1. From the Contract Insight homepage, click the **Directory** icon in the left navigation bar.
2. Select **Vendors / Customers**.

![Directory menu with Vendors / Customers highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-directory-menu(2).jpg)

1. On the **Vendors / Customers** list, find the company you want to add a contact to. Use the **Search** box above the grid to narrow the list if needed.
2. Click **Manage** on the company's row to open its record.

![Vendors / Customers list with Search and Manage highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-vendor-list(1).jpg)

# 4. Adding a Company Contact

## 4a. Opening the Add new Contact Panel

1. Navigate to the company record (see Section 3).
2. Click the **Company Contacts** tab. If the tab isn't visible, use the arrows at either end of the tab bar to scroll to it.

![Company record with the Company Contacts tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-record-tabs.jpg)

1. The **Contacts** subtable lists the company's existing contacts. Click **New** in the subtable toolbar.

![Contacts subtable with the New button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-contacts-new.jpg)

1. The **Add new Contact** panel opens on the right side of the page. Click the expand icon in the panel's header to widen it so the fields display in three columns, or the open-in-new icon to open the form as a full page.

## 4b. Entering the Contact's Details

1. In the **Details** section, set **Is Active** to **Yes** so the contact is active.
2. Enter the contact's **First Name** and **Last Name**. **Last Name** is required (marked with a red asterisk).
3. Enter the contact's **Email** address. An email is needed if the contact will receive notifications or log into the Vendor/Client Gateway.

![Add new Contact panel with key Details fields highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-contact-details(1).jpg)

1. Fill in the remaining details as needed: **Title**, **Dept**, **Phone**, **Fax**, **Mobile Number**, **Mobile Number Location**, the address fields (**Address1**, **Address2**, **City**, **State/Province**, **Postal Code**, **Country**), and any **Notes**.

**Tip:** Click the eye icon next to **1 required** in the Details header to show only required fields.

## 4c. Setting Vendor/Client Gateway Access

Complete these fields if the contact will log into the Vendor/Client Gateway. Scroll down in the panel, below **Notes**, to find them.

1. Select the contact's **Regional Setting**.
2. Enter a **Username** and **Password** for the contact's Gateway login.
3. Set **Is Company Admin** to **Yes** if this contact should be an administrator for their company on the Gateway; otherwise set it to **No**.
4. Set **Send Email** to **Yes** (the default) to include the contact in emails related to press releases and marketing, or **No** to exclude them.
5. Optionally set **SendOpportunityEmails**, **Allow Item Managment** (lets the contact edit and add new items through the Gateway), and **Allow Deletion of Attachments on Active Bids** (lets the contact upload and delete attachments on active solicitation bids).

![Gateway access fields and the Save button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-contact-gateway.jpg)

## 4d. Saving the Contact

1. Review the **Record Info** section. Updated By, Entered By, Entry Date, and Vendor ID are filled in automatically, and Contact ID is assigned when the record is saved.
2. Click **Save** to add the contact, or **Cancel** to close the panel without saving.
3. The new contact appears in the **Contacts** subtable on the **Company Contacts** tab. Click **Manage** on the contact's row to edit it later.

**Note:** If any of the company's contacts are missing an email, username, and/or password, the **Notices and alerts** panel on the company record shows the alert *Vendor Contact(s) missing email, username, and/or password*. Complete those fields on the contact to clear it.