How to create a contract partner

Contracts must have a registered partner. This is the company or person who is the counterparty to the contract. You can create contract partners directly from the partner module. Or you create the partner when you create the contract.

  1. Go to Partners and click Add.
  2. Enter the partner's name and any other relevant fields. Read more about fields here.
    Tip! When you enter the organization number, Complete Control can retrieve contact information from a central register. This saves time and you can be sure that the information is correct.
  3. Save the partner.

The partner is created. The partner card is still open so that you can easily add a contract (via + Create new contract) or a comment.

  1. Go to Contracts and click Add.
  2. Open the Contract partner list. You will now see all partners for this company. If the partner doesn't exist, click Add at the bottom of the list.
  3. You can now create a partner as described under How to create a partner in the partner module. When saving, the partner is added to the contract.
  4. Add any other missing contract data and Save. For field information, see Contract card.

You have now created a new contract with a new partner. The partner is added to the list of partners in the partner module. Go there for any additional changes.