Setting up a Partner

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    Set up a Partner

    1. On the main menu, click Maintenance > Internal > Partner.

    2. In the Partners window, click in the blank Employee field.
      A drop down List button arrow and Ellipsis Ellipsis button button appears.

    3. Click the drop down arrow to select a partner or find the employee (partner) using the browse button.

    4. Press [Enter].
      The name appears in the list.

    5. To add additional partners, repeat steps 2 to 4.

    6. When you have finished, click OK to save the changes and close the Partners window.