How do I add qualifying attributes to a business partner?

Overview

Attributes make it easier for you to find a specific business partner when using the filtering function.

Steps

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

Example


View source file on GitHub.com