People, Parties and Party Groups

Overview of People
intelligentcontract allows you to keep a record of all People that have a relationship with your Contracts, a Person record will allow you to enter relevant...
Mon, 11 Jun, 2018 at 10:52 AM
Working with the People Form
To create a new Person record you will need to navigate to the party section and then press the +.  You will then be provided with the Person entry screen r...
Thu, 22 Mar, 2018 at 1:42 PM
Creating a New Person
A Person is created when they need to be assigned either to a Contract or other records in the solution such as Approval Groups, Task, KPi's etc. P...
Tue, 27 Feb, 2018 at 11:11 AM
Adding People to Contracts
Adding People to a Contracts works a little differently than the other fields as People can exist as their own record that can be created and edited.   ...
Thu, 22 Mar, 2018 at 1:44 PM
Overview of Parties
intelligentcontract allows you to keep a record of all Parties that have a relationship with your Contracts, a Party record will allow you to enter relevan...
Mon, 11 Jun, 2018 at 10:51 AM
Working with the Parties Form
To create a new Party record you will need to navigate to the party section and then press the +.  You will then be provided with the Party entry screen rea...
Thu, 22 Mar, 2018 at 1:45 PM
Creating a New Party
A Party is created when they need to be assigned either to a Contract or other records in the solution such as Alerts, KPi's etc. Party Records ca...
Tue, 27 Feb, 2018 at 11:20 AM
Adding Parties to Contracts
Adding Parties to a Contract works a little differently than the other fields as Parties can exist as their own record that can be created and edited.   ...
Thu, 22 Mar, 2018 at 1:47 PM
Overview of Party Groups
Party groups is a way of grouping together parties. You are able to link the parties, provide a name for the party group and add additional custom fields to...
Tue, 19 Dec, 2017 at 9:31 AM
Creating a New Party Group
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 t...
Mon, 26 Feb, 2018 at 11:23 AM