Trade Partner Accounts¶
A trade partner is an external entity providing goods or services on your behalf. You can think of trade partner's as your suppliers, vendors, and subcontractors. Associating a trade partners with a project allows them to view plans, schedules, and assigned tasks.
|company||The trade partner's company name.|
|first name||The trade partner's first name.|
|last name||The trade partner's last name.|
|The trade partner's email address. Notification emails such as task assignments will be sent to this address.|
|phone||The trade partner's phone number.|
|fax||The trade partner's fax number.|
|address||The trade partner's primary address.|
|address 2||The trade partner's secondary address|
|city||The city the trade partner resides in.|
|state||The state the trade partner's city resides in.|
|zipcode||The zipcode for the trade partner's city.|
Store alternative contacts for communicating with the trade partner.
|first name||The alternative contacts first name.|
|last name||The alternative contacts last name.|
|The alternative contacts email address.|
|phone||The alternative contacts phone number.|
|fax||The alternative contacts fax number.|
Attachments help organize important documents related to the trade partner.
|W-9||The trade partners W-9 form.|
|Insurance||The trade partners insurance documents.|
|Agreements||Any contracts or agreements with the trade partner.|