Business Partner Details

Business Partner Details

Overview

This section provides a detailed overview of your business partner's information. You can see their complete address, including street, city, state, and zip code, along with communication details like phone number, email, and fax, ensuring you have the exact information for any needed correspondence. Additionally, you can view the contacts associated with the business partner.

Navigate to the Business Partner Module

Info
Navigation: Home > Business Partner > Card
  1. Click anywhere on the Business Partner (BP) card.

  1. Once clicked, the details screen will appear.
  2. The details screen provides a brief overview of the business partner.
  3. By default, you will see the following widgets on the details screen:
    1. Business Partner
    2. Address
    3. Communication
    4. Contact(s)
  4. Each widget will have its corresponding details.


Business Partner Widget

The widget offers a comprehensive snapshot of your business partner, showcasing essential information at a glance. You’ll find the partner’s logo prominently displayed, accompanied by their official name, which serves as a quick identifier. A brief description provides insights into the nature of the partnership and the services or products offered by the partner. 

Included is a clickable website link, enabling easy navigation to the organization’s website for further exploration and detailed information about their offerings and background. Furthermore, the widget also provides the partner status, such as Client, Service Partner, Integration Partner, and more, thereby clarifying the nature of the relationship and the specific role the partner plays with OneEnterprise.


    Address Widget

    The widget provides the mailing address of the business partner. The business partner can have multiple addresses, such as Business, Billing, Shipping, etc. The widget will display the address that is set by the business partner as the default address. However, you can view or change the values in the drop-down to see other available address types. 


    Communication Widget

    The widget provides the communication details of the business partner. The business partner can have multiple communications, such as Business, Billing, Shipping, etc. The widget will display the communication that is set by the business partner as the default communication. However, you can view or change the values in the drop-down to see other available communication types. 


    Contact Widget

    The widget displays the contact details of the business partner. A list of contacts will be shown with name, avatar, role, etc. If you want to see more details about a contact, click on the respective band. Clicking on it will take you to the contact module with its detail screen open.


    Work With Widgets

    This section describes the details of how you can organize, modify, add, or remove widgets from the details screen.

    Organize Widgets

    Refer to the Customize Dashboard article to organize your widgets on the screen. 

    Add or Remove Widgets

    1. Refer to the Add Widgets to Dashboard article to add widgets to your screen. 
    2. Refer to the Remove Widget article to remove the widget from the screen.

    Edit Widget Name

    Refer to the Edit Widget Name article to modify the widget name of your choice. 

    Modify Data Display Type

    Refer to the Modify Data Display Type article to modify the widget name. 

    Edit Button with Menu Options

    1. An Edit button is available on the screen's action area. Clicking the button directs you to the editing screen for the business partner details.
    2. An accordion is provided next to the Edit button. Upon clicking on the accordion, a list of options is provided:    
      1. Favorite: You can mark a card as a favorite by clicking on the Star icon. When you mark a card as a favorite, it will appear alphabetically at the top of the list. The rest of the cards will be arranged in alphabetical order after the favorite card.
      2. Invite Contact: This option allows you to invite any contact to your business partner.


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