Modifying Columns Displayed on the Company List

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COBBLESTONE SOFTWARE

Contract Insight — User Guide

Modifying Columns Displayed on the Company List

10. End Users: Vendors/Companies › Vendor/Company List › Modifying Columns Displayed on the Company List

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

The Fields button above the Vendors / Customers grid opens the same column-picker used on every other list in the application, letting each user choose which company fields — Company ID, Company Name, Vendor Type, Active, and others — appear as columns.

2. Key Elements

  • Fields button above the grid opens the column picker
  • Column choices are per-user and independent of any filtering applied