Partner Profile

Information regarding business relations, which may be managed by all partners (customers and related partners).

 

The contents of customer files are managed and monitored in Partner Profiles according to your requirements. Partner Profiles are subdivided into sections as follows:

  • Core data: Personal data, addresses, contact information, partner-specific instructions and warnings
  • Network of relations: Description of relationship between partners
  • File on formalities: Monitoring of currency and availability of documents and records within the client file
  • Document filing: Electronic availability of documents in various file formats

 

Further information...