The Customers & Suppliers group of features allows you to comprehensively manage relationships with third parties, and in particular with customers and suppliers. It can also be used to manage internal or external project groups.
The module is organised into five distinct areas that can be accessed from the Customers & Suppliers menu item. Each area contains its own set of features to assist you in the module’s management, and all but one of the areas is paired to its own permissions area to enable you to limit access to the most appropriate people. Individual guides are available for each area so that you can signpost users to the most appropriate features.
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The areas that are included within the Customers & Suppliers module are:
Companies – your register of third-party companies. This area enables you to access and manage all information related to a given company.
Contacts – a register of all contacts across all companies. This is the only area that is not associated with its own permissions set.
Communications – a record of past and planned communications with third-party companies.
Feedback – an area that enables you to design and send feedback surveys, and to review the results.
Supplier Assessments – an area that enables you to design and send supplier assessments, to review completed assessments, and to maintain a list of approved suppliers.
In addition, individual Contacts, Communications, Feedback Surveys, and Supplier Assessments can be accessed from any company’s file within the Customers & Suppliers: Companies area.
