COBBLESTONE SOFTWARE

Contract Insight — User Guide

Record Details Tab Configuration Overview

03. Admin User Manual › Record Details Tab Setup › Record Details Tab Configuration 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

Tab Details Setup is where a record type's screen layout is designed: for a chosen Area and Record type, it lists every tab (Record Details, Subtables, Tasks & Emails, Attachments & Templates, Ratings & Surveys, Linked Records and more), each holding one or more "docks" that group related fields and widgets.

2. Key Elements

Administration → Tab Details Setup: choose an Area (e.g. Contracts) and a Record type (Default or a specific contract type)
Tabs shown for Contracts → Default include Record Details (1 dock), Subtables (4 docks), Tasks & Emails (2 docks), Attachments & Templates (2 docks), Ratings & Surveys (2 docks) and Linked Records (6 docks)
"Reset to default" restores CobbleStone's out-of-the-box tab layout for that record type
An "Advanced designer" link opens a more detailed layout tool for docks within each tab

3. Quick Reference Summary

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