COBBLESTONE SOFTWARE

Contract Insight — User Guide

Companies Overview

10. End Users: Vendors/Companies › Adding a Vendor/Company › Companies Overview

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

A company or vendor record opens on its Record Details tab, laying out its fields (21 in this environment's sample record) inside a Details panel alongside related panels for Contact Information, Location Information, Risk Management, Gateway Log-In, and Record Info. Additional tabs across the top of the record — Overview, Subtables, Tasks & Emails, Attachments & Templates, Company Contacts, Dashboards, Ratings & Surveys, Linked Records, Updated Notes, and Timeline — cover everything else tracked against that company.

2. Key Elements

• Record Details tab is the default landing tab for any company/vendor record
• Details panel holds core fields: Company Name, Vendor Type, Active, Tax ID, Website, and more
• Ten additional tabs cover contacts, dashboards, ratings, linked records, notes, and activity history
• Actions menu and Edit All sit at the top of the record, same as contracts and POs