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

Select Maintenance > Internal > Partners on the main menu (AE) or Maintenance > Maintenance Map > Internal > Partners. The Maintenance — Partners page opens.
Click the first blank row of the Employee field at the top of the table. A drop-down and an ellipse button are displayed.
Select a partner from the drop-down.
or
Click the ellipse button to find and select the partner required.
Click the blank Gantt Colour field. An ellipse button is displayed.
Click the ellipse button. A Color palette is displayed.
Select a colour to be used in the graphs for the Partner, if required.
Click OK. The Colour palette closes.
Press [Enter]. The partner’s name is displayed in the list.
Repeat steps 2 - 8 to add more partners.
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.

Select Maintenance > Internal > Partners on the main menu (AE) or Maintenance > Maintenance Map > Internal > Partners. The Maintenance — Partners page opens.
Click the row containing the partner you want to delete. Click
to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes.
Repeat steps 2 - 4 to delete additional partners.
Click OK to save the changes and close the Maintenance — Partners page.