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Articles on:Contacts & counterparties
Maintain counterparty master data: create contacts, merge duplicates, visibility, contact fields.

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  • Enabling the legacy contract list on contacts
    Restoring the alternative contract list on contacts What is the legacy contract list? An optional, alternative way of displaying the contracts on a contact — as a wide table with more data points visible per row (much like the old main contract list). Identical in terms of content, just different visually. How to enable the legacy view The legacy table view is not a self-service toggle. It is enabled per account on request by the ContractHero team. Get in touch via the ConFew readers
  • Contact activity: track changes to your contacts
    The Activity tab on a contact shows the change history of your contact data — from the original state at the time of creation through to the most recent amendment.Few readers
  • Contact field builder: manage different types of contacts
    Contact Field Builder [Kontaktfeldbaukasten]: managing different types of contacts The screenshots in this article show the German interface. The English label is given first, with the German label in square brackets. Your benefit Cleanly structured contacts make every later contract analysis more precise: suppliers can be filtered by whether an IBAN is present, customers can be segmented by industry, and private individuals can be addressed by salutation. Instead of maintaining a catFew readers
  • How do I merge duplicate contacts?
    The screenshots in this article show the German interface. The English label is given first, with the German label in square brackets. Your benefit Duplicates appear quickly: through a CSV import, through different spellings, or because several team members create the same contact. Merging keeps your contact list clean without copying records manually or reassigning contracts. ContractHero detects potential duplicates automatically, proposes them in pairs, and you decide in two clicks wheFew readers
  • Visibility of contacts — who sees which contacts and contracts?
    In ContractHero there is no separate permission layer for contacts. Anyone who is allowed to see contacts sees all contacts in your organisation. What they do not see everywhere are the linked contracts — those follow the normal permission rules (Standard or APC concept). That is usually sensible, but it can lead to misunderstandings — for example when someone asks: “Why can I see this contact but not all of its contracts?” This article explains how the visibility logic actually works anFew readers
  • AI analysis for contacts: fill counterparty master data from contracts
    How ContractHero fills contact fields automatically from contracts: add prompts, verify AI values, catch up existing contracts with "Re-analyse field", and link several counterparties to one contract.Few readers
  • AI Contact Categories: How do I set up contact types and link contacts to contracts?
    A counterparty is rarely just a name. For a supplier you care about certifications and payment terms, for a private individual about the bank details and address, for a customer about the account number. Contact types are the mechanism for that: each type has its own sections and fields. You maintain exactly the data that matters per kind of partner — and not twenty empty fields beside it. This article covers both halves: setting up contact types, and getting those contacts onto your contracFew readers
  • Contacts: create and manage counterparties cleanly
    The screenshots in this article show the German interface. The English label is given first, with the German label in square brackets. Your benefit Instead of typing the same address into ten contracts one by one, you maintain it once as a contact — and every linked contract stays consistent. When the counterparty moves, you change the address in a single place. That saves maintenance effort, cuts down on data clutter, and makes reporting (which contracts hang off which partner?) answerabFew readers
  • How do I delete contacts in ContractHero?
    After an import or a trial phase, contacts nobody needs any more pile up quickly — duplicates, dead records, entries created by accident. You can delete a single contact, and from 30 October 2026 several at once. Two things matter: deletion is final, and only contacts with no linked contracts can be deleted at all. The screenshots in this article show the German interface. The English label is given first, with the German label in square brackets. Your benefit A tidy contact list isFew readers

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