Use the partner administration accessible via the tile Partners to maintain the master data of your business partners.

Here are your maintained business partner listed in a table. The unique partner ID, partner name and, if available, the primary contact person are listed in the overview.

Filter options allow you to reduce the list and to directly search for partners. The search uses d.3 search, so you must have d.3 search configured to use it. Here you can perform a full-text search with a specific search term.

Moreover, you can sort the list of partners ascending or descending by partner ID or partner name using the respective buttons.

You can edit the properties of a partner after you have opened a partner by clicking on the corresponding line. On the page that opens, it is possible to delete the partner using the Delete button.

Furthermore, you can now select the desired context (case or contract management) in which the partner should be available. Moreover, you can specify the partner name, the postal address, the contact persons with the respective e-mail addresses and phone numbers. If multiple contacts are entered, it is essential to select exactly one primary contact which is then displayed in the overview table. The unique partner ID is not editable for already specified contacts. Save your changes using the Save button. Optionally discard your changes via the Cancel button.

You maintain the master data of a new partner by navigating to the corresponding page via the context action "+". When adding a new partner to the system, it is necessary to enter a unique identifier into the mandatory field for the partner ID.