<< Show table of contents >> Partner management > Overview of partners > Partners |
In addition to the master data of a partner you will receive an overview of:
▪all partner contracts agreed with the partner (if the partner is labelled as a contractual partner in the master data),
▪Projects in which the partner is involved,
▪Persons who serve as contact persons for the partner,
▪Bank details of the partner.
Creates a PDF document that contains all the basic data of the partner. |
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Deleting |
Deletes the partner. Only available as long as the partner is not assigned to a project. |
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Archive |
Archives the partner together with the assigned persons and bank details. |
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Reactivate |
Reactivates an archived partner so that you can assign it to projects again. |