Partner card

Active / Inactive: New partners are active by default. Also, partners with active contracts should be active (if not, a warning is displayed). But we recommend deactivating partners that are no longer in use.

Name: The contract partners name.

Group: You can sort partners by group. If you don't find the correct group in this list, take contact with your administrator who can create the partner group in the system settings.

Organization number: Entering the organization number and clicking Find business, will search for the company's contact information via public registers in Norway, Sweden and Denmark. Changes to the information may be made before the entry is saved. If an organization number is already stored in the database, a dialogue box will appear indicating that this contracting party already exists.

Email, Phone and Mobile phone: The partners contact information.

Company: For a better overview, you can assign partners to specific companies or departments.

Country: The partner's country. This must be filled in if you want to see the geographical risk for this partner. See also here.

Note: Possibility to add additional information.

If you are responsible for registering DORA information for your business, set Is this partner subject to DORA (Digital Operational Resilience Act)? to Yes. You can then enter relevant DORA information. Read more here.

Only displayed if DORA is activated. Displays DORA contracts registered with this supplier.

Internal contact person: The partner's contact in your company. The field is pre-filled with your name when creating the partner card.

Contact person: The partner's contact person.

The partner's visitor address - which is the main address in CC5. If you receive the address from a public register (via Find business), the address is added here.

In addition to the Visitor address, you can also add a postal address. This is a secondary address field.

Here, all comments and discussions are displayed.

If you have sent surveys to this partner, you can find here the survey and the partner's answers.

You can evaluate the partner with respects to criteria such as working rights, human rights and environment. You can also view the geographical risk of the partner's country if the Country field in this card is entered and if a country risk is defined in the System settings.

Here, you can view all changes that have been done for this record, including data, time and responsible.

+ Create new contract: You can create a new contract with this partner directly from the partner card. The contract card opens.

Last comment: At the top right, you can find a comment section displaying the last entered comment on this card. If you want to view the complete comment history, click Show/hide all comments. This opens the Comment section further down on the card.