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 appear on your business card and represent your official communication. You can add multiple communication methods for your business and select one as the default.
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Add 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 the Add button in the action area.

  1. After clicking the Add button, the Add Communication screen appears.
  2. Fill in the details in the following fields:
    1. Communication Type:
      1. This field requires you to select a communication type and cannot be left blank.
      2. A drop-down list of the following communication types:
        1. Assistance
        2. Business
        3. Private
        4. Other
      3. Please note that if any option is already selected and a communication is created, that 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: Enter the phone number.
    4. Mobile Number: This field allows you to enter the mobile number and is required.
    5. Fax Number: Enter 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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