Feature reserved for administrators.
Access counterparty's profile
You can view detailed information about a counterparty from:
The Counterparties tab
The list displays counterparties in alphabetical order.
Use the search bar in the top right corner to quickly find a specific counterparty.
Filtered views
External link in the Counterparty column
The Summary Sheet
Click on the “External link” icon.
A new page will open with the counterparty’s record.
Information Available
From the counterparty’s profile, you can find various details:
In the center:
List of the most recent associated contracts
List of all contracts
On the right:
Smart fields, whether completed or not
Link to access dynamic components (administrators only)
Archive a counterparty
When you are no longer actively negotiating with a counterparty, you can archive them to simplify your interface.
Steps to archive a Counterparty:
Access their profile
Click on the menu at the top right of the record and select "Archive this Counterparty."
Confirm the action.
Steps to reactivate a counterparty:
Repeat the same process from the counterparty’s record to reactivate them.
Impacts of archiving :
The counterparty will no longer appear in selection menus, lists, or filters.
They will remain accessible via the associated contracts, marked with an "Archived" tag.
