---
title: "Companies Overview"
slug: "companies-overview-1"
updated: 2026-09-18T21:08:54Z
published: 2026-09-23T13:10:52Z
canonical: "wiki.cobblestonesoftware.com/companies-overview-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.

# Companies Overview

**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.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789765718685.png)

# 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