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Assignment of customer ,contact and vendor to a business partner

The processes, which start from the contact, work analogously for customers and vendors.

First of all, an assignment from a contact, customer or creditor to a SkyMinder company or private person has to be made. This assignment is achieved via a business partner. This business partner is created automatically when connecting a Business Central entity and a SkyMinder company. The assignment is necessary to ensure that SkyMinder requests are made for the correct company. When this assignment is made, the information from the credit report is linked to a business partner and can thus be viewed in the contact, customer and vendor.

Starting a search query​

  • Open contacts and select a contact
  • Click on Start SkyMinder Request
  • Input known information about the searched company (At least the input of a name and a country is required)
  • Click on OK
  • Select the desired company from the list of search results
  • Click on OK
  • Thus the assignment to this contact is done
  • if no company was found create an investigation
  • Further information

Disconnect of an assignment​

It is possible to undo the assignment that has already been made. This is necessary if an incorrect assignment has been made. The disconnection can be achieved by opening the contacts and selecting the searched contact. Click on Start SkyMinder Request to open the request card for the incorrectly assigned contact. The connection is then released by clicking on the New Search ActionItem in the request card.