Manage the preferences for business partners

Access one of your business partners and select Preferences from the menu inside it.

From here you have the possibility to make some of the fields of a business partner unique (which normally would not be). This is to prevent the insertion or modification of a business partner in the event that this leads to duplicate data.

Choose which fields you want to make unique from the list and save to confirm.

In addition, you can also set some fields as required.

This way, anyone who creates or modifies a business partner is obliged to fill those fields, except in the case in which that business partner is set as a Potential customer.

Keep in mind that a business partner set as a Potential customer, if used in an invoice or booking, is immediately converted into a customer by Sengerio and therefore has to respect the aforementioned constraint (or the invoice / booking won't be saved).
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Sengerio SUPPORT | 2024