Adding a partner
In List view, select Add from the right-click menu.
Or, click the menu at the bottom right and select Add:
In the next window, type the name of the partner in the search field, then click on the magnifying glass icon or press Enter.
Click on the result marked with the icon (the dot will also be placed on the visual map) and click Select.
After the search, you can view the partner’s branches or click on the listed address:
Purpose of the trip
On the next page, the data will automatically be loaded in. From the drop-down menu, select – or add as a new – the purpose of your trip. Be careful whether you choose a business or a personal purpose, because it will determine whether the software will administer it as a business or personal trip when visiting this partner!
After this, all you have to do is click Save!
If you would like to add more partners now, click Save and new. Search and record the next partner as described above.