Partner Business Nature Management
by T.V.T Marine Automation (aka TVTMA) Viindoo Technology Joint Stock Company
| Technical name | viin_partner_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_partner_business_nature |
| Read description for | |
| Required Apps | Discuss (mail) Contacts (contacts) |
| Extensions | CRM - Business Nature |
What it does
Enrich partner profile by adding 3 attributes:
- Business type
- Employee size
- Ownership type
Key Features
- Add the Business Types, Employee Size, and Ownership Type fields on the Contact form.
- Manage Business Types, Employee Size, and Ownership Type.
- Search Contacts by Business Types, Employee Size, and Ownership Type.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_partner_business_nature.
- Press Install.
Instruction
Instruction video: Partner Business Nature Management
Concepts
- Business type: Is the type of business of the customer/vendor. For example, Limited Liability (LL), Joint Stock (JS), Partnerships, ...
- Ownership type: It is a form of capital ownership in a business. For example, 100% state, 50% state, one-member limited liability company, ...
- Employee size: Is the number of employees of the enterprise.
Usages
- Step 1: Navigate to Contacts ‣ Configuration ‣ Business Types or Contacts ‣ Configuration ‣ Ownership Type or Contacts ‣ Configuration ‣ Employee Size:
Create a list of business types, ownership types, and employee sizes:
Business Types
Ownership type
Employee Size
- Step 2: Navigate to Contacts ‣ Contacts ‣ Create to create a new contact partner. In the information fields Business Types, Ownership Type, Employee Size, you choose the information relevant to the partner.
- Step 3: Filter/search/group the list of customers/vendors using the above criteria:
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