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en:brix:partners
Više o proizvodima i uslugama na internetskim stranicama MICRO PROCESS.

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en:brix:partners [02/09/2019 09:44]
Zoran Spoja stvoreno 		en:brix:partners [02/09/2019 10:56]
Zoran Spoja
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 ====== Partners ====== ====== Partners ======
  
-Data about anybody a company does business with is has is maintained in the program "//Partners//". Customers, suppliers, members, individuals, banks and so on are all partners.+Data about customers, suppliers, members, individuals, banks and so on is maintained in the program "//Partners//".
  
-To assist data processing a partner is set as one of the following types: +To assist data processing in Brix a partner is set as one of the following types: 
  
   * Bank   * Bank
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 All **common and publicly available data**((name, adress, company number, tax number, departments...)) of partners, with the exception of individuals((Due to GDPR regulation, data on individuals is not shared and "belong" to each company using Brix.)), 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. All **common and publicly available data**((name, adress, company number, tax number, departments...)) of partners, with the exception of individuals((Due to GDPR regulation, data on individuals is not shared and "belong" to each company using Brix.)), 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.
  
 +===== Entering a new partner =====
  
 +The procedure for entering a new partner: 
 +  - First choose a partner type (Bank, Busness, Card company, Individual o Virtual). 
 +  - Partially enter a few characters of the partners' name - wait a bit and then, if availablem choose an entity from the drop down list. 
 +  - If the partner is not in the dropdown list, use the {{:hr:brix:plus.png?direct&20|}} icon to open a form and enter the new entity or individual save the data and exit back to the Partner form. 
 +  - Enter any extra data in the Partner form and save
  

Više o proizvodima i uslugama na internetskim stranicama MICRO PROCESS.
en/brix/partners.txt · Zadnja izmjena: 28/09/2019 11:54 od Zoran Spoja

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