How to edit the third party and all their relevant details to an existing third party in the register
On the Welcome page of any Phinity Solution, navigate to the 'Register' as shown in the below screenshot:
The Third-Party Register allows you to enter, store and manage all relevant information about your business' third parties. The type of information stored is customisable. However, there are some mandatory fields that you need to complete (e.g. Third-Party Name, Start Date, etc.).
- Right-click and select 'Edit'.
Per the below screenshot, add/update the relevant fields and 'Save'.
