External Parties include all the organisations and relationships you have outside of your core business unit, eg the Dealers and Brokers that sell your products.
Where you have dealings with parties outside of your organisation, External Parties, the External Party Add-On allows you to record their details and manage their structures. For External Parties, full information can be maintained including employees and comprehensive contact details. Each Account and Client can be allocated to an External Party allowing you to assess the performance of your extended business network. The External Parties Module allows you to set up groups for 'Dealers', 'Brokers', 'Insurers' and 'Other' External Party types.
The External Party Organiser, shown below, provides a visual representation of your extended business network.
