Module Third Parties: Difference between revisions

Module Third Parties (view source)

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 A description of the setup of the Third Party module is available on page [[Module Third Parties setup]].
-= Creating a new third party =
+= Creating a new Third Party =
-Click the tab 'Third parties' then under the menus 'Third party' choose 'New third party' or 'New prospect' or 'New customer' ('''Example Third parties->Third party->New customer'''). Input all information (fill only mandatory fields if you want).
+Click the tab 'Third parties' then under the menus 'Third party' choose 'New Third party' or 'New prospect' or 'New customer' ('''Example Third parties->Third party->New customer''').
+Enter the information, not all fields are mandatory.
-Once third party is created, you can add some Notes, and add linked files using corresponding tabs.
+Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs.
 = Modify a third party =