How to Search for a Third Party in the Register

How to search for a 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.).

From the “Third Party Register” page, a user can: Search for relevant information stored in your register.