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Managing contractual partners and contacts

Provided that this function has been activated for you, you can manage, create and edit new contractual partners and contact persons in various ways. The different options are described below.

Managing contractual partners and contacts - This is how it works

  1. Click on the nine dots menu in the navigation bar of d.velop contracts for Microsoft 365.

  2. Click Manage contractual partners or Manage contact persons.

    The respective list will open in SharePoint in a new tab.

  3. Edit the data.

Creating contractual partners within d.velop contracts for Microsoft 365 - This is how it works

  1. When creating a contract, click Create contractual partner.

    A control panel opens.

  2. Enter the corresponding data in the control panel.

Editing contractual partners within d.velop contracts for Microsoft 365 - This is how it works

  1. Click Edit contractual partner when creating a contract or editing master data of an existing contract (if a contractual partner has already been defined).

    A control panel opens.

  2. Enter the corresponding data in the control panel.

Selecting or creating contact persons within d.velop contracts for Microsoft 365 - This is how it works

  1. When creating a contract or editing master data of an existing contract, select the desired contact person from the dropdown menu.

  2. If the desired contact person is not included in the dropdown menu, click Create contact person when creating a contract or editing master data of an existing contract.

    A control panel opens.

  3. Enter the corresponding data in the control panel.

Editing contact persons within d.velop contracts for Microsoft 365 - This is how it works

  1. Click Edit contact person when creating a contract or editing master data of an existing contract (if a contact person has already been defined).

    A control panel opens.

  2. Enter the corresponding data in the control panel.