Import zip entries from Geonames
Manage Agreements, LOI and Contracts
Select individually the partner visibility on each company
Set credit limit warning
Be able to manually flag partners as customer or supplier.
Have split first and second lastnames
Define default partner pricelist per company.
Separate Customer & Vendor Menu
Open Child contact full view like main contact
Added Smart button on contact view that will take you to attached documents of the record.
Credit Limit Management
Export Contacts in .vcf, .csv, .xls format.
Import Contacts From VCF File
The company and the partner name are on two different lines
Export contacts with companies detail in organised format.
Partner Branches
Set The customer priority and search based on priority
Partner Filter Showing All Partners Inactive and Active
Simple way of adding automated sequences to partners