<< Show table of contents >> Overview of partners |
The table shows an overview of all partners of your organisation. Two quick filters Show archived partners () and Show contract partners (
) are available. If a partner is marked in the Master data as Contractual partner the partner interface is available for this partner.
Only a few columns are shown in the default view. Use the Table settings to show more columns or change the display.
New |
Opens the page Master data where you enter basic information about a new partner. |
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Display |
Opens a page for the partner from which you can view the partner's data and edit settings. |
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Creates a PDF document from the partners’ overview. Table settings such as filters, sortings and groupings, as well as additionally shown columns, are applied. |
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Export |
Exports the partner overview in Excel-, PDF-, CSV- or RTF format. Table settings such as filters, sortings and groupings, as well as additionally shown columns, are applied. |