View Business Partners

From the Mobile Homescreen, click on the "Customers" icon.


In the search field provided, type the name of a business partner, and select it.


Once a business partner is selected, you can perform actions with this customer.


Create a Business Partner

To create a business partner, when searching for business partners but no match is found, you will have an option to create that Business Parter. Tap on it.


Fill out each of the fields, and tap on the tabs at the top to switch detail screens.


Remember to also create at least one contact for the business partner, by tapping the "+" button and filling out the details.


Once you are done with entering Business Partner details, tap on "Create."


You will then be brought to that new Business Partner's detail screen.


Editing Business Partners

To edit a Business Partner details, you will need to access this feature on the desktop site. Tap the menu icon, and tap "Desktop" site, then following the directions found here.