Partners

I. Companies

Supports managing the company information of corporate partners, including company name, company nature, etc.

Filter: According to the actual scenario requirements, enter or select the corresponding filter conditions to filter the companies.
Add: Click "Create", enter the required configuration information and save it to successfully create a new company.
Delete: Select a company and click "Delete" to remove the company.
Import: Supports importing company information using a file. You can download the import template. After filling in the information completely, upload the file to complete the import.
Export: Supports exporting companies. You can choose to use the preset export template or customize the export fields according to actual needs.
Edit: Click "Edit" to update or modify the relevant information of the company.
Details: Click "Details" to view the detailed information of the selected company, including basic information and company information, etc.

Supports managing the personal information of partners, including name, code, etc.

Filter: According to the actual scenario requirements, enter or select the corresponding filter conditions to filter the individuals.
Add: Click "Create", enter the required configuration information and save it to successfully create a new individual.
Delete: Select an individual and click "Delete" to remove the individual.
Edit: Click "Edit" to update or modify the relevant information of the individual.
Details: Click "Details" to view the detailed information of the selected individual.