All Business Partners

Under the "All Partners" menu item, all business partners created in the system - regardless of whether they are "Individuals" or "Organizations" - are listed with their "Partner Types" below.

  • Address - Contact
  • Customer
  • Sales person
  • Partner Business Unit
  • Staff Candidate
  • Employee
  • Medical Customer
  • Student
  • Bank
  • Bank Branch
  • Tax Office
  • Tax Office Directorate
  • Social Security Administration
  • Office of the Social Security Administration
  • Customs Administration
  • Customs Authority
  • Group Company
  • Group Company Business Unit
  • Our company
  • Business Unit of Companies

Creating New Business Partners

After clicking the "New" button in the "All Partners" menu item, you can create new partners with the "Partner Types" below.

  • Address - Contact [Company]
  • Address - Contact [Person]
  • Customer [Company]
  • Customer [Person]
  • Supplier [Company]
  • Supplier [Person]
  • Staff Candidate
  • Medical Customer
  • Student
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