COBBLESTONE SOFTWARE

Contract Insight — User Guide

View Company Contracts

10. End Users: Vendors/Companies › Vendor/Company List › View Company Contracts

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 reports a running Contracts count (104 in the sample record examined) of every contract tied to that company, and a Related records panel on the same record offers a direct Contracts shortcut for jumping straight to that list.

2. Key Elements

• Linked Records tab → Contracts shows every contract tied to the company
• Related records panel offers a one-click Contracts shortcut