How to create a new partner's card

Module Partners can help you to manage information about your customers and/or suppliers in one place. You can consolidate contacts, related documents, actions, and shared documents in one place.

1. To create a new partner, click on the plus ikon Create New (top right corner) in the Partners module 
2. Fill in your partner details and tick at least one box of the partner type
3. To be able to create a New contact under the partner, you need to Save all the data first. Once you select the Save&View button you will be able to add an existing contact, create a new contact, and edit or remove the already linked contact.
4. The list of the Shared Documents, including the live link, is displayed in the Partners card bottom part