Adding another third party

This screen can be accessed from People > Other third parties > .

To create another third-party, follow the process below then save:

1 Click on the General tab.
2 Enter the third-party's identity in the relevant fields:
  • Call name: the third-party's name, to simplify the search.
  • Legal name 1: the third-party's full legal name.
  • Legal name 2: in case the third-party has multiple names.
3 Enter the third-party's contact details (address, phone number, email, professional social media).
4 Enter additional information:
  • Type: the type of relationship between your company and the other third-party.
  • Monitored by: the internal employee's name.
  • Sector: the third-party's sector of activity.
  • Branch: the third-party's branch name.
  • The SIREN and SIRET numbers.
  • Classif. : the classification.
5 Enter personal notes about the third-party.
1 Click on the Contacts tab.
2 Click on at the right of the table.
3 Follow the process described in the Adding a contact chapter.

These fields enable you to create financial and main interlocutors, which are displayed in the General tab.

1 Click on the Affiliation links tab.
2 Click on and select the types of link you want to set between the third-parties.
3 Indicate the third-parties to link by checking their roles (customer, prospect...) then selecting them.
4 Click on to add the third-party.

Prerequisite: Custom data must be created (see Custom data).

Custom data can be modified on multiple objects or third parties at once.

1 Start a search and select the results to modify.
2 Right-click on the selection and click on Edit custom data.

The Modify custom data window opens.

3 Check the custom data to modify and enter the new value for each checked element.
4 Click on Validate.

Custom data are modified in the selected management objects.