This feature is available only for administrators.
Centralize, update, and auto-fill custom fields related to your counterparties by linking them directly to the relevant object.
Create a smart field
To know the different types of fields and their use, it is here: Smart field types.
Link the smart field to the counterparty
Select "Counterparty smart field", In the "Associated object" section
The field will be visible on the counterparties pages and the summary sheet.
Click on the "Save this smart field" button at the bottom right.
From a project or template, you also have the ability to create a smart field and link it to the counterparty.
Edit the object associated with a smart field
You can change the object associated with a smart field at any time from the "Dynamic components" or from a project or a template :
Click on "Associated object" and change the object by selecting the desired option.
Click on "Save" to validate the modification.
Completion of counterparty fields
Fields related to the counterparty will be pre-filled by default if their information is already known.
If not, they will appear directly in the section dedicated to fields to be reviewed by the co-contractor.
However, you can complete them yourself if you already have this information in advance.
