Demo video: Partner ShareHolder
Key features
- Manage the information of the Partner's shareholders.
- This module allows users to set up shareholder information on the Contact form, including:
- Shareholder name
- His/ her shareholding percentage.
- Other related information of the shareholder.
- Search Contacts by the Partner's shareholders.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_partner_shareholder.
- Press Install.
Instruction
Instruction video: Partner ShareHolder
1. Managing partner shareholder information
- Access Contacts, find or create new customers/suppliers (partners).
- On the contact interface, at the Shareholders tab, press Add a line to enter the information:
- Contacts of shareholders: Select in the contact list or create a new one.
- Ownership rate.
- Description (if necessary).
- Note: You need to select the Contact Type as Company to enter information about the partner shareholders.
2. Filter to find partners by Shareholder information
Access the list of customers/suppliers, and use the filter tool to search for partners by shareholder information:
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