Creating a Party Group
A Party Group can be created for both internal and external parties, it is a way of grouping together common Parties to enable you to view corresponding contract data and also allow you to generate reports based upon a certain group.
To view existing Party Groups or to create a new one Navigate to -> Party Groups
Fig 1 - Party Group Summary screen
To create a new Party Group, click the [New] button and give the Group a Name and a Type and press [Save]
Fig 2 - Creating a Party Group
Adding a Party to a Party Group
A Party is added to a Group within the Party form, by adding the field 'Party Group' to your Party form you can allocate the Party to one of the Groups you have created.
Fig 3 - Party form
Use the search and find options within the field to select the correct Party Group.
Fig 4 - Party Group field
Once the Party Group field has been updated on the Party group form, the concerned Parties will be presented when the Party Group record is opened.
Fig 5 - Parties in a Group
The tab displays at the bottom of the form inform you of:
- All Parties associated to the selected Group
- Notes can be added about the Group and are displayed as such
- All the Contracts linked to the Parties within the Group are displayed
- The Audit trail tab will display any changes made to the Group details