Partnership Banner: Partnership Details

Watch this short video on how to edit partnership details or continue reading.

Partnership Banner

The Banner of a Partnership record will display a number of icons that can be used to access, further populate and maintain the record.

Partnership Details

Select the Partnership Details icon to view a summary of the Partnership's key details.

Edit a Partnership Record

On the Partnerships Details screen, it is possible to amend key details relating to the partnership, or to delete the partnership entirely.

To edit an existing Limited or Corporate Partnership record:

• Navigate to the appropriate record and open it.

The Partnership Details screen displays.

• Select Edit (located to the right of the screen).

The Edit Partnership wizard opens.

• Amend the necessary fields as required, selecting Finish to close the wizard and save the changes.