Creating / editing partners

You can perform the following tasks in the Select partner window.

To Create a New Partner

• Click New, a wizard appears and guides you through the creation process.

To Search for an Existing Partner

• Select the search method of Name, Address or Code and enter the search criteria in the Search for field. Contacts that match the search criteria appear under Contacts found on file, click to select it.

To Modify the Details of an Existing Partner

• With a partner selected under Contacts found on file, click Edit. The client's contact details appear, modify the details and then click OK to save.