CobbleStone Documentation Wiki Welcome Guest: 6/19/2024 5:42:08 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Saturday, February 16, 2019
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
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
  Generate Manual Print View
WARNING:
This page is currently being viewed in the archived/prior version: 17.3.0.180928.
View Latest Version

 
Page Content
 
 
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.
 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
  
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.