Document Form, External Parties

Allow External Parties to be linked to the Account Log

Select from the Allow drop down list whether External Parties are None, Optional or Mandatory on an Account Log.

Select the External Party Categories that are to be linked to the Account Log.

The Category is defined on the Admin, External Parties, General Page.

How to Link the External Party to the Account Log

When you go to Create an Account Document, i.e. AL Account Letter, from the Account form, you will have the option at the bottom of the page to Link to an External Party. Select the relevant External Party and then complete the process.

Create Account Document, Link to an External Party

Depending on the settings within the Document, External Party page, will determine whether this option will appear on the log form.
Categories are another method of grouping External Parties.