Difference between revisions of "Third Party module"
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= Introduction = | = Introduction = | ||
The third party module help the users in managing a number of different entities, such as customers, vendors and prospects. Specific contact person for the third parties can be added as well. | ''Third-parties are an integrated part of an organisation as the suppliers, vendors, and customers play a huge role in initiating growth towards a company. However, keeping all the contact and contract related details regarding the third-party can prove to be hurdle. This is why tactic has allowed the users to eliminate this hurdle with the help of third-party module of Tactic. The users can easily create their customers, prospects, and vendors within this module while adding one or more than one contact for each of the third parties. '' The third party module help the users in managing a number of different entities, such as customers, vendors and prospects. Specific contact person for the third parties can be added as well. | ||
= Installation = | = Installation = | ||
There is no need of installing this module, as it is already included within Tactic services. | There is no need of installing this module, as it is already included within Tactic services. | ||
Revision as of 12:29, 21 December 2021
Introduction
Third-parties are an integrated part of an organisation as the suppliers, vendors, and customers play a huge role in initiating growth towards a company. However, keeping all the contact and contract related details regarding the third-party can prove to be hurdle. This is why tactic has allowed the users to eliminate this hurdle with the help of third-party module of Tactic. The users can easily create their customers, prospects, and vendors within this module while adding one or more than one contact for each of the third parties. The third party module help the users in managing a number of different entities, such as customers, vendors and prospects. Specific contact person for the third parties can be added as well.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step.
Creation of a new Third Party
For the creation of a new customer the users need to click the tab 'Third parties' then under the menus Third party, the option of New customer/ vendor/ prospect need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.
Modification of a Third Party
The user need to click Modify and type all the changes and at last press Save.
Deleting a Third Party
Clicking on the Delete option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.
