Overview of partners

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Overview of partners

The table shows an overview of all partners of your organisation. Two quick filters Show archived partners (QuickfilterArchived) and Show contract partners (QuickfilterContractPartners) 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.

Functions

New

New

Opens the page Master data where you enter basic information about a new partner.

Display

Display

Opens a page for the partner from which you can view the partner's data and edit settings.

Print

Print

Creates a PDF document from the partners’ overview. Table settings such as filters, sortings and groupings, as well as additionally shown columns, are applied.

Export

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.