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Data about customers, suppliers, members, individuals, banks and so on is maintained in the program “Partners”.
To assist data processing in Brix a partner is set as one of the following types:
Partners can have departments representing their organizational structure. For example a company could have a chain of hotels. Each hotel would represent a department of a single customer. You can issue invoices directly to individual departments of that customer.
All common and publicly available data1) of partners, with the exception of individuals2), are held in a central database if entities within Brix and are available to all users of Brix. Any specific data like contacts, notes, archived documents etc. are not shared and are accessable only to users within the company “owning” that data.
The procedure for entering a new partner:
Note: Prefixes and suffixes to a persons name are entered in the name and surname fields correspondingly. For example “Capt. Brian” “White” or “Jemima” “Brown Ph.D.”.