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How to add partners?

In Partner section you can add your business partners.

 

Partners in  system can be added in two ways:

  1. Manually
  2. Automatically

 

Section „Partner list”

How to add partners manually?

To add partners manually click the gray button "Add" and a new section "Partners" will be created

Section „Partners list”


Section „Partners”

 
Being in the form of chosen partner (client) form, with one click you can create client's potential, project, outgoing or incoming invoice by pressing the gray button "Potential", "Offer", "Project "'Incoming invoices" "Outgoing invoices"

To create a new task click the gray button "Task".  In the subsection "Add task" enter the necessary information and click the blue button "Add"

Subsection "Add task"

 To add a new file click the gray button "File" . In the subsection "Add a new file" enter the necessary information and click the blue button "Add"

Partner data

In the section "Partner data" you can enter information about your partner's company: 

name, registration no, VAT no

Section „Partner data”

Partner industries

In the section "Partner industries" you can enter information about partner's company sector

Sector "Partner industries"

 

To select the sector click the concrete sector button 

To create a new industry click the gray button "Create a new industry"

 

Read more about creating sectors in Setting section 

 

Other data and settings

In the section "Other data and settings" you can enter information about the payment due date (in days). This term will be automatically transferred to the invoice section with an option to edit it manually

Section "Oher data and settings"

 

 

Addresses

In the section "Addresses" you can enter information about your partner company's address (or addresses):

type or address type, street, city, zip code, country 

Section „Addresses”

 

To add an additional partner company's address (or addresses) click the gray button "Add"

To delete one or more partner company's address (or addresses) click the red cross "Delete"

To set some of the partner company's addresses as the main opposite the concrete address click the gray star "The main". When you have set one of these addresses as the main the star will turn yellow

You can choose the type (type of partner company's address) from the list in box "Type" as well as create a new, personalized type. To create a new address click the lower text "Create new address type". In the subsection "Add new address type" enter the necessary address type and click the blue button "Create"

Subsection „Add new address type”

 

Read more about address types in Setting section 

To set the actual company's address mark the checkbox to the rihgt of the text "Actual"

 

Bank, accounts

In the section "Bank, accounts" you can enter information about your partner company's bank, accounts:

account, bank, bank code, currency  

Section „Bank, accounts”

 

To add an additional partner company's bank (or banks), account (or accounts), click the gray button "Add"

To delete one or more partner company's banks, accounts click the red cross "Delete"

To set some of the partner company's banks or accounts as the default opposite the concrete bank or account click the gray star "The main". When you have set one of these banks or accounts as the main the star will turn yellow

 

Contact persons, users

In the section "Contact persons, users" you can enter information about your partner company's contact persons, users:

name, surname, position, e-e-mail, birthday, name day (system enters automatically), phone, fax, mobile phone, comments

Section „Contact persons, users”

 

To add an additional partner company's contact persons, users click the gray button "Add"

To delete one or more partner company's contact persons, users click the red cross "Delete

To set some of partner company's contact persons, users as the default opposite the concrete contact person, user click the gray star "The main". When you have set one of these contact persons, units as the main the star will turn yellow

 

 

 

Save!

When the section "Partners" is filled with information click the gray button "Save"

 

Print!

To print the section "Partners" with the information filled click the gray button "Print"

 

 

 

Congratulations, you have manualy registered your partners (clients) in OrtonCRM system! 

 

How to add partners automatically?

To add partners automatically, click the gray button "Import XLS" and a new subsection Import partners from an external Excel file" will be created

Section „Partner list”

 

Subsection „Import partners from an external Excel file"

 

To view the preferred format the list of partners must be formed in Excel file, click the blue text "SAMPLE" 

When you have viewed a sample and prepared your partner list according to the sample, click the gray button  "Choose File"

Select the needed file and click the blue button "Import"

 

Congratulations, you have added your business partners (clients) automatically in OrtonCRM system!

Partner list

When your partners are added manually or imported automatically in system a new section "Partner list" will be created where you can view all partners 

Section „Partner list”

 

In the column "% of fulfilled" with a green line opposite each partner you can see how completely information and details are filled about each partner. If all information fields about partner are filled completely the green line of percentage figure will be colored fully (100%).

To delete one or more company's partners, click the red cross "Delete" which is opposite the concrete partner in the column "Actions" 

To edit information about some of the partners: 

  • click the yellow color pencil symbol "Edit" in the column "'Actions" opposite the concrete partner 
  • place your computer's mouse on the partner's line (it will be colored dark) and double click 

In order to simplify the search of records use filter fields (Search by ..) on top of each column as well as the box "Search"

To change the number of records that displays within the same page in the box "Show [the number] records" enter the necessary number of records

To set one or more company's partners as active or inactive click the green or the red circle opposite the concrete partner in the column "Actions". Active partners are marked with the green circle, the inactive - with red.

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