This subsection of ELMA contains the information on the company's contractors, i.e. companies/individuals the company works with. There are two types of contractors in ELMA:
individual;
company.
Note
When working with contractors in ELMA, keep in mind the following:
An individual cannot have additional contacts (for the system, an individual is a contact).
A company is supposed to have a certain number of employees and an organizational structure. For example, companies of the LLC, LTD, etc. types should be added to the system as companies.
Attention! Self-employed entrepreneurs should also be added as companies, since working with such legal entities is similar.
You can create filters in the filter tree to display particular contractors.
You can configure contractor categories, which define contractors visible for different users depending on their access permissions.
ELMA 3.9.0 and above feature full-text search of contractors.
To use the full-text search, open the Contractors section and in the search form enter a word or a phrase that may be in the contractor name, contents of the File type documents on the Attachments tab of the contractor page. Click Search or press Enter.
To search in attachments, click In Attachments below the search string (fig. 3). This button is available only if the indexing is enabled.
Fig. 3. Contractors section. Search form, In Attachments button
Contractors table
The contractors table is shown in fig. 1. This table contains the list of individuals and companies. When you click on a contractor's name, its page opens.
You can select several contractors at a time (fig. 3) by checking the boxes next to them.
Fig. 3. Selecting several contractors
To select all the contractors on the current page, check in the table header. This box also has a drop-down menu, where you can select all the contractors.
To edit a contractor, open the contractor page and click Actions - Edit in the toolbar. The page for editing the contractor will open, where you can change the required fields and click Save.