Demo video: Partner Tax Code
Problem
The company's list of partners can be up to thousands of partners, making the search for partners by information such as Name, Email,... can cause confusion.
Solution
- Viindoo Enterprises Management software provides this module to help search for partners by Tax ID on the Contacts app. Because each individual or organization has only one Tax ID, searching for partners by Tax ID will help you find the correct partner quickly.
- Provide filters to help users find partners with duplicate Tax ID.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_partner_tax_code.
- Press Install.
Instruction
If your partner doesn't have tax ID information, you can set up your partner's tax ID on the partner's contact in the Contacts app.
Navigate to Contacts, after installing the module, on the quick search filter will appear 1 filter Search Tax ID for. You enter your partner's tax ID in the quick search bar, choose Search Tax ID for:
The software will filter out exactly the partner you want to find:
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