InformerOnline includes a module where information about relations can be stored. Additionally, the stored relations can easily be added to all (financial) documents. This allows you to view the history and outstanding balances for each relation.
To create a relation follow the steps below:
Navigate to Relations in the left-hand menu;
Click New;
Choose the relation type:
Company
Private
Fill in the information of the relation by using the Dutch CoC connection. All known contact details will be filled in automatically.
For private relations the Google maps api is available.
Save the relation;
After saving the relation the following tabs will be available:
Financial: Fill in the relations financial information;
Free fields: If created the free fields will appear here;
Contacts: Create and manage contacts;
Actions: See all actions as sent e-mails;
Map: A map with the relations location.