---
title: "Vendor/Company Contacts"
slug: "vendorcompany-contacts"
updated: 2024-01-26T21:02:17Z
published: 2024-01-26T21:02:17Z
canonical: "wiki.cobblestonesoftware.com/vendorcompany-contacts"
---

> ## 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.

# Vendor/Company Contacts

### **Vendor/Company Contacts**

**Vendor/Company Details: Adding, Viewing, and Editing Contacts**

Contract Insight enables authorized users to add contacts for a company through the **Company Details** screen. 1. Click **Company Contacts** on the side menu of the **Company Details** screen or scroll to the area.

![Company Contacts on the side menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Company%20Details(3).png)

2. Either method goes to the **Contacts** section of the **Company Details** screen. ![Add Contact Button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Contact.png)

**To Add a Contact for the Company**

3. Click **Add Contact** in the **Contacts** section. 4. The **Add Company Contact** screen displays. ![Contact Form](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667504161668.png)

**Note:** The following fields only apply for organizations that have purchase the optional **Vendor/Client Gateway** add-on module:

a. **Username & Password**: Each Company Contact will need his or her own **Username** and **Password** to be able to log-in to the Gateway. b. **Is Active**: If the Company Contact is allowed to log-in to the **Vendor/Client Gateway**, the **Is Active** field needs to be set to **Yes** (in addition to having a username and password set for the contact). c. **Is Company Admin**: If the Company Contact you are adding is the main point of contact for the Company, the **Is Company Admin** should be set to **Yes**. The Company Admin will be able to log-in to the **Vendor/Client Gateway** and will have the ability to manage (Add, Update, and Delete) additional users within his or her organization.

5. Enter all additional necessary/required information and click **Save & Continue** to save the new contact information (click **Return to Vendor Details** on the side menu to cancel the addition of the new contact). 6. The new contact is added to the **Contacts** section of the **Company Details** screen. ![Contact on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(51).png)

**Edit a Company Contact** 1. Click the **View** for the Company Contact line item to edit. 2. The **Company Contact Details** screen for the Contact displays. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Edit%20Icon.png)3. Click the **Pencil icon** that appears to the right of the field name on the Contact. To update multiple fields at one time, click the **Pencil icon** to the right of the **Field Group** name. 4. The **Edit Record** pop up screen displays where you can update the value of the field. When done making changes, click **Save Record** to save the updated value for the field (click the **X** in the upper right corner of the **Edit Record** pop up screen to cancel updating the field value). Click the **Pencil icon** to the right of the field group to edit multiple fields at once. For example, if you edit two fields and click **Save Record**, only those two fields are updated. ![Edit Field](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(23).png)

![Edit Field Group](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(15).png)