How do I add favourite companies and contracts?

In Cloud Contracts 365, you can easily mark companies and contracts as favourites, allowing quick access to frequently used entities. This feature helps streamline your workflow by keeping essential information readily available.

Video Guide

Creating Favourite Companies

To save time when creating contracts in Contract Builder you can save the companies and contacts you most frequently deal with.

These companies and contacts will then appear in the relevant drop down lists in Contract Builder to select, without having to manually search and add them each time.

How to set contacts as favourites

You can do this in two different ways:

Organisation Settings

Adding a favourite company or contact in the ‘Organisational settings’ tab will add them to the ‘favourites’ drop down lists of all users in your workspace. The same applies when deleting a company or contact, it will be removed for all users associated with your account.

To add a company to your favourites list click on the ‘add company’ button. In the pop-up window  you can either search for the company via the Companies House search box at the top (this will return the official company details registered in Companies House), or you can manually add the details.

The same can be done for favourite contacts.

Fields marked with an asterisk must be filled out before adding the contact.

Account Settings

You can also add favourites to the ‘Account Settings’ tab

Now, your favourite companies and contacts are available to select in all of the company/contact name drop down windows in Contract Builder.