How to Access a Partners Profile

A partner's profile gives you a clear overview of their key details and contact information.

  1. On the left-side menu, click Partners.
  2. Click the 'Actions' button and then select 'Edit' on the name of the customer or vendor to open their profile,
  3. Within their profile, there are three different tabs:
    - General Information ( Name of the company , VAT Number , Relationship , Currency , Website ).
    - Contacts ( Contacts Type , First Name , Last Name , Email , Phone).
    - Addresses ( Address type , City , Post code , Country).

Written by

Alexandra Kyriacou