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  1. Exalt
  2. General
  3. Counterparties and contacts

Counterparties and contacts

Counterparties are organisations that a centrally referenced with the application (e.g. Creditors, Suppliers, Customers)

  • Adding a contact to a mailing list
  • Adding a job contact to a job
  • Adding contacts to a job without Job edit permission
  • Counterparty Search
  • Entering default bank account details for a Counterparty
  • Removing Unused Counterparties
  • Deleting Blank Counterparties
  • How to add a new Counterparty
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