Address book → Manage Сounterparties

To add a new counterparty:

1. In the 'Address book' section → 'Counterparties' tab, select the counterparty type — 'Legal entities' or 'Natural Persons' and click the 'Add a counterparty' button.

2. In the modal window that opens, fill in the fields with the counterparty's data.

3. Click 'Confirm'. The counterparty will appear in the list and can be added to groups, edited, or moved to the archive.

   ✅Note: A new counterparty can also be created directly in a counterparty group. See 'Address Book → Setting up Counterparty Groups'.

    

To edit a counterparty:

1. Click on the counterparty in the list. The counterparty card will open.

2. Text fields are editable. Enter new data and click 'Save'.

To move a counterparty to archive:

1. In the list of counterparties, check the boxes next to the counterparties you want to move to archive.

2. Click 'Move to archive'.

3. Click 'Confirm'.

   ✅Note: Counterparties can also be moved to archive directly from a counterparty group. See 'Address Book → Setting up Counterparty Groups'.

    

To restore one or several counterparties from archive:

1. In the 'Archive' section in the left menu, check the boxes next to the counterparties you want to restore and click 'Restore'.

2. Click 'Confirm'.To restore all counterparties at once, click 'Restore everyone' and then 'Confirm'.

To permanently delete counterparties:

1. In the 'Archive' section in the left menu, click 'Clear archive'.

2. Click 'Confirm'.

Also see:

Address book → Contacts

Address book → Counterparties