Breadcrumbs

Partners

Once a partner has been added to the database as an employee, you can then select the employee as a Partner.

To set up new employees, see

Creating new employees

.

Use the Maintenance > Maintenance Map > Internal > Partners to set up and maintain your practice’s partners.

To set up a partner

  1. Select Maintenance > Internal > Partners on the main menu (AE) or Maintenance > Maintenance Map > Internal > Partners. The Maintenance — Partners page opens.

  2. Click the first blank row of the Employee field at the top of the table. A drop-down and an ellipse button are displayed.

  3. Select a partner from the drop-down.
    or
    Click the ellipse button to find and select the partner required.

  4. Click the blank Gantt Colour field. An ellipse button is displayed.

  5. Click the ellipse button. A Color palette is displayed.

  6. Select a colour to be used in the graphs for the Partner, if required.

  7. Click OK. The Colour palette closes.

  8. Press [Enter]. The partner’s name is displayed in the list.

  9. Repeat steps 2 - 8 to add more partners.

  10. Click OK to save the changes and close the Maintenance — Partners page.

To delete a partner

You cannot delete partners who are being used by the system. If you try to delete a partner who is associated with clients, suppliers or employees, an error message is displayed.

  1. Select Maintenance > Internal > Partners on the main menu (AE) or Maintenance > Maintenance Map > Internal > Partners. The Maintenance — Partners page opens.

  2. Click the row containing the partner you want to delete. Click row select - grey.png to highlight the entire row.

  3. Press [Delete]. A Confirm Delete message is displayed.

  4. Click Yes.

  5. Repeat steps 2 - 4 to delete additional partners.

  6. Click OK to save the changes and close the Maintenance — Partners page.