Third Party module

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.

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.