With a business partner drawer open, locate the section for Bank Accounts under the Financial tab.

Click the "Add" + icon and select a bank account to add the bank account to the business partner.

With a business partner drawer open, locate the section for Contact Persons under the Main Details tab.

Click the "Add Contact Person" + icon and fill in the given fields to add a contact person to the business partner.

When you have located a business partner, click it and the details will show in a panel (so called "drawer") on the right hand side. Details can be maintained directly in the fields.

• By clicking the secondary actions icon additional actions may be possible.

  • Edit Business Partner Name

  • Delete

  • Restore (if deleted)

  • Permanently Delete (if deleted)