COBBLESTONE SOFTWARE

Contract Insight — User Guide

Link Vendor/Company Records

10. End Users: Vendors/Companies › Vendor/Company Details › Link Vendor/Company Records

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's Linked Records tab includes a Linked Companies count (0 in the sample record examined) for connecting related company records to each other — parent/subsidiary relationships or other affiliated entities — the same linking concept used to connect contracts to each other via Contract Hierarchy.

2. Key Elements

• Linked Records tab → Linked Companies connects related company records
• Distinct from the Contracts, Requests, and Purchase Orders counts on the same tab