Interactions with a client record in the PARTNERsafe.

How to edit a client profile? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Client profile“ section enter the new client information: title, registration number, reference number, address and contact email address. You can also select to check the client in the business register.
• Click “Save”.

How to refresh client data from the business register? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Client profile“ section click “Refresh data from the business register”.

How to edit client risk and status? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Client status” section field “Risk name” enter the risk’s name and in the field “Cooperation status” select the status of cooperation with the current client.
• Click “Save”.

How to add additional info to a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Additional info” section click “Create data field”.
• In the popup add specify the label and the type of the additional field.
• Click “Save”.

How to change the cooperation status of a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Cooperation status” section select the status of cooperation with the current client.

How to add a cooperation partner to a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select the section “Cooperation partners”.
• Select the section “Cooperation partners”.
• In the popup select a cooperation partner from the dropdown.
• Click “Save”.

The same information will also be visible to the client which was added as a cooperation partner.

Where to find the cooperation partners of a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select the section “Cooperation partners”.
• To view more details about specific cooperation partners, click the “edit” icon in the cooperation partners table column “Actions” on the necessary partner row.

How to remove a cooperation partner from a client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select the section “Cooperation partners”.
• Click the “delete” icon in the cooperation partners table column “Actions” on the necessary partner row.
• In the popup click “Remove cooperation partner”.

How to set the predetermined client risk and status? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select section “Basic information”.
• In the “Initial settings” section enter the risk level, comment, creation and modification date.
• Click “Save”.