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 contact details such as phone number, email, and fax, ensuring you have the exact information for any correspondence. Additionally, you can view the contacts associated with the business partner.

Navigate to the Business Partner Module

Info
Navigation: Home > Business Partner > Card

View Business Partner Details

  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 link to the organization's website, enabling easy navigation for further exploration and detailed information about their offerings and background. Furthermore, the widget provides partner status options, 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 business partner's communication details. 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 business partner's contact details. A list of contacts will be shown with their names, avatars, roles, 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 how to organize, modify, add, or remove widgets on 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 data display type.

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.
    2. Invite Contact: This option allows you to invite any contact to your business partner.


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