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To access the functions shown in this table, go to the navigation bar, and choose Business Partners, followed by the menu path.
In each tile set, the Business Partners tile displays an overview of the business partner for whom you require these functions.
|
Function |
Menu path |
What you should know |
|
Search for a business partner |
® Search |
|
|
Advanced selection to search for a business partner |
® Search ® Advanced |
You can use more specific criteria to search for a business partner. See Advanced Selection for Business Partners |
|
Display a business partner |
® Details |
In addition to the details for a business partner, the system displays a list of related contact persons and activities. |
|
Change the details of a business partner |
® Details |
You cannot change the partner number assigned to a business partner. |
|
Archive a business partner |
® Details ® To be archived |
You can mark business partners for archiving. Archiving itself takes place in CRM Online. See Archiving of Business Partners. |
You cannot delete a business partner.