On the Partner types page you manage the types used to classify your partners (for example customer, supplier, subcontractor). You can enter the name of each type in every language, so the matching name is shown depending on the interface language.
Click Main menu / Settings / System settings / Partner types. At the top you see the New, Open and Delete buttons, below them the list with the ID and Name columns. Click a row to select the type. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. In the window that opens there is a separate field for every language: enter the name of the type in every language (at least 2 characters). Click Save to store the type and Close to close the window.
Select the row and click Delete. Before deleting, check whether there are still partners assigned to this type.
Use short, clear names and enter the same concept in every language so that foreign users understand the classification as well.
The fields of the partner type form.
| Field | Required | Description |
|---|---|---|
| Name (per language) | The name of the type in that language, at least 2 characters. |
The name must be filled in for every language with at least 2 characters. Check that none of the fields has been left empty.
The name in the language of the interface is displayed, so every language needs a text.
You can delete the selected type with the Delete button. Before deleting, check whether there are still partners that use this type.
Yes, select the row, click Open, change the name and save.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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