Preferences

In this section, you can manage the settings and properties of this private partner.

Time tracking

If you have an active service module, you can determine whether this partner is available for time tracking.

Role

Here, you can assign the role to a partner. You can also assign both roles at the same time.

Document template

If you want to print and send your offers or invoices by mail, you can adjust a document layout to the letter envelope.

Internal remark

You can add an internal remark to your business partner.