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en:brix:partners [13/09/2019 11:53]
Zoran Spoja [Entering a new partner]
en:brix:partners [28/09/2019 11:54] (trenutno)
Zoran Spoja [Entering a new partner]
Redak 20: Redak 20:
  
 The procedure for entering a new partner: The procedure for entering a new partner:
-  - First choose a partner type (Bank, Busness, Card company, Individual Virtual).+  - First choose a partner type (Bank, Business, Card company, Individual or Virtual).
   - Partially enter a few characters of the partners' name - wait a bit and then, if available, choose an entity from the drop down list, save, add any neccessary additional data and save again.   - Partially enter a few characters of the partners' name - wait a bit and then, if available, choose an entity from the drop down list, save, add any neccessary additional data and save again.
   - If the partner is not in the dropdown list, use the {{:hr:brix:plus.png?direct&20|}} icon to open the //Entity// form and enter the new company or individual, save the data and exit back to the Partner form.   - If the partner is not in the dropdown list, use the {{:hr:brix:plus.png?direct&20|}} icon to open the //Entity// form and enter the new company or individual, save the data and exit back to the Partner form.
   - Enter any extra data in the Partner form and save   - Enter any extra data in the Partner form and save
  
 +**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.//".
en/brix/partners.txt · Zadnja izmjena: 28/09/2019 11:54 od Zoran Spoja