Add Business Partner Communication

Add Business Partner Communication

Overview

In this section, you will find a comprehensive and easy-to-follow guide on how to add communication details for your business partner. These details will be displayed on your business card and represent your official communication. You can add multiple communication methods for your business and select one as the default. This guide will walk you through each step to ensure you don't miss any critical details. It provides information on how to add Business Partner Communication.
  1. Navigate to the Communication screen using the Edit option.
  2. The edit menu can be accessed from the following places:
    1. Business partner card > Menu Option > Edit icon > Communication 
    2. Business partner card > Business partner details > Edit > Communication 
  3. Click on the Add button provided in the action area.

  1. After clicking the Add button, an Add Communication screen will appear.
  2. Fill in the details in the following fields:
    1. Communication Type:
      1. This field requires you to select the communication type, and it cannot be left blank.
      2. A drop-down must be provided with the list of options. The following is the list of communication types:
        1. Assistance
        2. Business
        3. Private
        4. Other
      3. Please note that if any of the option is already selected and a communication is created, the option will not be available in the drop-down list. This means you cannot create two communications for the exact communication type.
    2. Email Address: This field allows you to enter a communication email, and it is a required field.
    3. Phone Number: This field allows you to add the Phone Number.
    4. Mobile Number: This field allows you to add the mobile number, and it is a required field.
    5. Fax Number: This field allows the user to add the fax number.
    6. To save any changes, click the SAVE button in the action area.
  3. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.


  1. Once you click the Save button, the newly created communication gets added to the list.


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