Partners

<< 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.

Functions

Print

Print

Creates a PDF document that contains all the basic data of the partner.

Delete

Deleting

Deletes the partner. Only available as long as the partner is not assigned to a project.

Archive

Archive

Archives the partner together with the assigned persons and bank details.

Reactivate

Reactivate

Reactivates an archived partner so that you can assign it to projects again.