COBBLESTONE SOFTWARE

Contract Insight — User Guide

Add Counterparty In-Line

10. End Users: Vendors/Companies › Adding a Vendor/Company › Add Counterparty In-Line

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

Rather than leaving a wizard to create a missing vendor, several record-creation flows offer an in-line + shortcut next to their vendor/counterparty field — confirmed on the Add Purchase Order wizard's Vendor field — that opens a quick add for a new company without losing progress on the record being created.

2. Key Elements

• A + shortcut sits next to the Vendor field on the Add Purchase Order wizard
• It opens a quick company add without leaving the in-progress record