The Weagree Wizard contains a party database in which you can store your CRM-related information with contact details of customers, suppliers, employees and other persons with whom your organisation signs contracts. This information is of course an essential part of your contracts.
Party details and triggering other CRM-related information:
- tagging contracting party details,
- referring to shortname or using a functional reference,
- enter the Q&A directly (bypass the contract properties screen),
- particularities in case of potentially large numbers of contracting parties or of CRM-inserted persons.