To create a new contracting partner please click on the button “New”.

 

 

In the following window you can key in all data required for this contracting partner. You can also add an image for easy identification. Note: this is where you use the very fields you have previously created in the setup of your “template for contracting partners” in chapter 1.2.1

 

 

 

 

Depending on the language you select in the setup of each contracting partner, their email statement will contain the very text you have specified as an email template for the corresponding language in chapter 2.3.2

 

 

When you are done click on the floppy disc symbol to save your settings.

 

 

 

You can now create additional contracting partners by clicking on the „new partner“ button (see image below):

 

 

 

Please close the “Edit Contracting Partner” window once you are finished with creating your contracting partners.

 

In the “Contracting Partner” tabstrip you can now see an overview of all contracting partners you have created.

 

 

 

 

 

Related Topics

1.3 Create contracting partner