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02. View and Edit Company/Vendor   
Page last modified on Friday, September 14, 2018 11:41 AM (by Nash DeVita) (initially created on Thursday, April 7, 2011 6:24 PM)
Assigned to: Vendor/Customer Management
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Vendor/Customer Management: View & Manage

To view or edit Company/Vendor/Customer/Client/Supplier/Provider information, navigate to CompaniesCompany List. Each Vendor and Customer entered into the system display. 



Click View for a name from the list to view the Company Details screen for that vendor/customer.




Note: the Active field will determine whether the Vendor/Company will be displayed in the Vendor/Company drop down menu on the Add New Contract field and for editing a Contract Record.

Users with the proper privileges may edit each field by clicking the corresponding Pencil Icon.

To link companies together, select Link Companies.

To add attachments to a company, Click Attachments on the side menu. Browse to the file to attach and click Save.




Note: After attaching and saving an attachment, do not click your browser's refresh button. Doing so repeats the last action of attaching the file without warning or notification and a duplicate file will be attached.
Each Vendor/Customer has the capability of storing an unlimited number of thread-based notes.

Vendor notes can be added by any employee who has access to manage/edit Vendors/Customers.
 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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