ContractHero Knowledge base
  • German
  • English (US)
Go to website
Back
Articles on:Contacts & counterparties
Maintain counterparty master data: create contacts, merge duplicates, visibility, contact fields.

Categories

  • Data Management & Automation
  • Contract Management - Basics
  • Category Administrator
  • User Management & Permissions
  • Other Functions
  • Integrations, SSO & API
  • Account, billing & security
  • AI & contract analysis
  • Overview & productivity
  • Users, roles & permissions
  • Electronic signature
  • Managing & organizing contracts
  • Creating & importing contracts
  • Contacts & counterparties
  • Field builder
  • 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
  • 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
  • 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 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
  • 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

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
© 2026ContractHero Knowledge base