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Add Counterparty In-Line   
Page last modified on Tuesday, September 1, 2020 10:31 AM (by Nash DeVita) (initially created on Tuesday, September 1, 2020 10:21 AM)
Assigned to: Adding a Vendor/Company
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Master Reference Data Management:Vendor/Client

Users who have been granted the permissions to add counterparty/vendor/customer/client records can also add the data in-line when entering a new record such as a contract.

To Add a Counterparty 

1. On the add screen for the record in question, click the applicable blue + (  ) icon.

 

2. A pop-up add screen displays. Complete all required fields.



3. At the bottom of the pop-up, click Save and Continue.




4. The pop-up window closes and the new newly created company is entered into the Vendor/Client Name field.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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