Third Party Log Screen
Third Party Log
The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of any additional information.
The “folder” structure on the left of the screen can show selected categories only. For example, if you click on the “Accounts” folder, then the main list will only show accounts information. Some of these folders have “sub-categories” – use the small + button next to the folder to open up any sub category folders to define your main central list even further.
The main section of the Third Party Log screen shows a “journal” of all records you have created for that party. Any records in the Third Party Log can be shown in the “Journal” list by highlighting the record and selecting Open from the toolbar, or by double-clicking on the entry in the list.
Certain record types can be printed from the Third Party Log, such as Invoices Letters. Just highlight the record in the list and click the Print button.
Third Party Contact Details
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