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How do I add attributes to a business partner?

Overview

Attributes help you find the corresponding business partner when using the filtering function.

Steps

  1. Open a business partner entry in the detailed view.
  2. Go to the field Attributes and select attributes appropriate for the business partner, e.g., Partner or Sponsor.
  3. metasfresh saves the progress automatically.

Example


Zur Quelldatei auf github.com