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Partners

Partners

The Partners page will allow System Administrators to manage Partners that have been added to the system (SA-8).

SA-8: Partners Page

 

System Administrators will be able to sort, organize, and filter this page (#1). For help with these features, please see Grid Features: Grid Organization and Actions. The overview provided by the grid on this page lets System Administrators see:

Description

Column Name

Description

Column Name

The Partner’s unique identifier

ID

The name of the Partner, their abbreviation, and the type of Partner they are

Partner Name
Partner Name Abbv
Partner Type

The time the Partner spends for new and follow-up visits

Time per visit - NEW
Time per visit - F/UP

Whether the Partner is active or not

Is Active

Contact information for the Partner

Email
Phone
Primary Contact
Primary Contact Email

Who added the partner, and when

Created By
Created On

 

 



 

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