COBBLESTONE SOFTWARE

Contract Insight — User Guide

Vendor/Company Contract Requests

10. End Users: Vendors/Companies › Vendor/Company Details › Vendor/Company Contract Requests

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

Alongside its Contracts count, a company's Linked Records tab tracks a separate Requests count (139 in the sample record examined) for contract requests tied to that company, with its own shortcut on the Related records panel — keeping pre-contract requests visible alongside the contracts they may become.

2. Key Elements

• Linked Records tab → Requests shows contract requests tied to the company
• Related records panel offers a matching Requests shortcut