- [Instructor] We've covered a lot of tabs,
but there's three more tabs left on the Business Partner.
The Properties, Remarks, and Attachments tabs are
for extra information not directly involved
in SAP Business One's sales or customer service functions.
But you as a user may find them handy
while working on customer relationships.
Let's take a look at the Properties tab here
and its custom fields you use to organize your customers.
As you see in this tab,
it's already set up for recording the origin of a lead
and the number of employees.
I could, for example, say that this is an origin referral,
and this is 11 to 50 employees.
So I could just hit the check boxes here,
and those will store values in the Business Partner
of yes or no.
The next tab is the Remarks tab,
and it's just a large text box.
You add any comments about the Business Partner here.
For example, I could type in makes great pizza
or anything else you'd want to put in there.
The next tab is Attachments.
Now, you can go ahead and check under here under Browse,
and you'll see several things that you might want to use,
or you can hit the Browse on the top here,
and you'll get a little open screen
that you can then pick things to put in here,
the idea being if there's any documents,
it could be a PDF like these,
it could be another document like an Excel spreadsheet
with estimates on it,
that would be useful to know when you're looking
at a business partner.
Now I'm going to go ahead and cancel this and not put one in.
There's another way you can get things in here
is if you've got it correctly set up with Outlook,
you can actually drag and drop Outlook emails directly
into the target path here.
And then you can double click on these
and jump right into the email
that was involved with this particular business partner.
Now I'm done, and I can hit Update or Okay for my record.
If you are not in any text field, like we are right now,
you can also hit Return,
and you'll see on the bottom,
it says Operation completed successfully.
And we have added this record.
These last tabs are for information
about the business partner, in our case, the customer.
While they do not directly affect anything within SAP
for accounting or native reporting,
it is information sales and customer service
might find useful about the customer.