List of partners

Path in CC5: Partners

The list of partners contains all registered contract partners in CC5. Contract partners that are registered directly from an contract, will be automatically added to this list.

Tips!
The overview contains all entries. But it is dependent on the filter settings on the left side of the screen and on the selected company (if you have the optional module Corporate Group Structure). In addition, it could be that the list per default only displays active entries (something the system administrator can define in the General system settings). So, if you do not find what you're looking for in the overview, check these possibilities.

Read more about overview lists here.

Note!
You can only delete partners who are not linked to a contract.

To find information in the overview list, use either the Search on top of the overview list or Filter next to the list (or a combination).

Use the search to find content entered in fields.

Use the search field for a free text search.

Example: 
You want to find your contract AF-123. Write "AF-123" into the search field - and the contract is displayed.

Click the menu to search and/or combine specific fields.

Example:
You want to find all supplier contracts that will expire this year: First, search for the supplier contracts (field Type). Then add a new criteria and search for Expected Expiry Datebefore 31.12. this year.

You can save any search by clicking Save filter in the Filter section. The search is then added as a Favorite to the top of the filter section.

Click Clear filter in the Filter section to clear the search filter. Note that any additional filters/searches you have applied will also be cleared.

Filters - a collapsable list to the left of each overview list - give even more precise hits.

Here some highlights:

  • You can save often used or complex searches/filters as Favorites.

  • You get access to some extra smart pre-defined filters in the Field "Search all filters".

  • You can search for attachments (file and content).

  • You can edit the displayed fields via Field criteria.

Here you will find your saved favorites.

To save a filter as a favorite, click Save filter at the bottom (this only works if you have an active search). You can now give the favorite a name and it will be added under Favorites. Remember that you can also create favorites from advanced searches or by combining filters and searches.

To delete a favorite, clickEdit filters next to Favorites. Then click on the pen icon next to the filter and then on Delete in the window. In the same place, you can also change the name of a favorite.

Tip!
It is also possible to combine several favorites by clicking on them one after the other.

Displays some fields for standard filters. Simply enter a value - the result will be updated automatically.

Select the pen icon to add or remove fields. 

  • To add a new field, click More fields and pick the one you want to add.

  • To remove a field, click the red cross next to the field.

  • Use Drag&Drop to change the order.

To save your changes, click the pen icon again.

These are pre-defined filters we created based on our customers' feedback.

Example!
You can find all entries with attachments, with/without payment schedules, created by you and much more. It is especially useful for searches that are not based on specific field entries.

Tip!
Write a key word into the search field to narrow the search.

You can save any filter by clicking Save filter. The filter is then added as a Favorite to the top of the filter section.

You can also save a combination of search and filters.

Click Clear filter to clear the search filter. Note that any additional filters/searches you have applied will also be cleared.

 

+ Add: Creates a new partner. For more field information, see the Partner card.

Import: Allows you to bulk import partners from Microsoft Excel. Read more here.

Export: Allows you to bulk export partners to Microsoft Excel. Read more here. In addition, you can export a risk assessment report of partner. Read also here.

Each overview list can be adjusted with different Columns (under the menu at the top right corner of the list) . Click to open the overview of all columns and select those you want to display in the overview. By clicking the arrows next to each column, you can also change the column's position of the list. This setup is usually personal, but the system administrator can save a default setup for all users.

You can adjust how many hits to display. Select this icon under in the top right corner and pick the amount of hits you want to get.