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How do I assign a business partner to a user?

Steps

  1. Open the entry of an existing user or add a new one.
  2. Go to the field Business Partner, enter a part of the desired business partner name and click on one of the results.

    Note 1: Hit SPACE to see all available business partners.

    Note 2: Select one of the shown options with the mouse or .

  3. metasfresh saves the progress automatically.

Note:
The user entry will now also appear under the record tab “Contact” at the bottom of the page of the respective business partner entry under “Business Partner” in the menu.

Example


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