Adding and Managing Counterparty Contacts | Zoho Contracts

Adding and Managing Counterparty Contacts


Introduction

A counterparty contact is a representative of the counterparty that a contract owner involves in contract-related communications. For example, negotiating the contract or its amendments.

Note:


  • A counterparty can have multiple contacts.
  • Each contract will have a primary contact. A contract owner can choose one of the counterparty contacts as a primary contact during the time of the creation of a contract or anytime before sending the contract for negotiation. 

Add a Counterparty Contact

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to add a contact to.
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click Add Contact at the top-right corner of the Contacts tab. 
  5. Enter the details in the Add Contact form, then click Add. 




Edit a Counterparty Contact

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to edit a contact of. 
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click More  on the contact card that you want to edit, then choose Edit.
  5. Change the details in the Edit Contact form, then click Update. 


Delete a Counterparty Contact 

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to delete a contact of. 
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click More  on the contact card that you want to delete. 
  5. Choose Delete.


Sort Counterparty Contacts 

The counterparty contacts are displayed in the contacts tab of the counterparty details panel either in ascending or descending order alphabetically. 


To switch the sorting order: 


  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to sort the contacts of. 
  3. Select the Contacts tab in the counterparty details panel on the right.
  4. Click Sort  at the top of the contacts tab. 


Download Counterparty Contacts of a Counterparty

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to download the contacts of. 
  3. Select the Contacts tab in the counterparty details panel on the right.
  4. Click Download  at the top of the contacts tab. 


The list of contacts in the respective counterparty will be downloaded as an excel file.