Third Party Module (Overview and list)

HtkDoli's Third Party module allows you to consult, search, and manage your customers, prospects, and suppliers in a unified way optimized for mobile use.

Interface and Features

The main view shows a list of all your third parties, enriched with status badges and contextual quick actions.

Consultation and Research

Search bar: Allows you to instantly search for a third party by name, customer/supplier code, city, or email address.
Sorting: Third parties can be sorted alphabetically (A→Z, Z→A) or by creation date (newest, oldest). Scrolling displays a floating letter or date superimposed to help you find your way easily.
Filters: An icon at the top of the screen allows you to display only certain types of third parties: All, Customers, Prospects, Suppliers, or third parties with a Closed status.

Information displayed (Third Party Cards)

Each third party line (or card) presents:

An avatar (third party logo if it exists, or its initials on a colored background depending on its type: green for customer, orange for prospect, blue for supplier).
The name of the third party.
Badges for its code (customer/supplier), its category (Customer, Prospect, Supplier) and its status (Closed).
Its main contact details (City, Email, and landline/mobile phone numbers).

By performing a long press on a third party, a context menu appears to quickly interact with them:

Calls and messages: "Call switchboard", "Call mobile", "New email" or "New message" to reach the third party in a single tap.
Directions: Open the navigation application (Maps) at the third party's address.
Quick creations: Directly create a quote, an invoice or a ticket for this third party from this menu.
Management: "Edit file", share its contact details in VCard format (via the iOS share sheet), or delete the third party.

You can also:

Swipe left to reveal the delete button.
Swipe right to reveal the edit button.

Third-party record

Tapping a third party opens its record, organised into cards: Contact details, Social networks, Address, Legal, Notes, Additional attributes, Commercial status, Accounting, Company information and System information (creation and modification dates), plus the cards below.

Checks: for a company (not an individual), the Run the check button compares the record with the public business register (name, address, SIRET, VAT, status) and flags every mismatch.
Contacts: the third party's contacts; a long press offers Edit and Delete, an Add a contact button sits at the bottom of the card.
Bank accounts: the third party's bank details; a long press offers Edit, History (already synchronised account) and Delete; Add an account button.
Categories / Tags: Edit tags button.
Agenda: the latest events linked to the third party.
Documents: attachments, with preview.

In the top bar: the Documents icon, the Create menu (New invoice, New ticket, New intervention, depending on your rights) and the Edit pencil; a long press on the header offers Edit, Share (VCard) and Delete.

Business Behavior and Dolibarr

The HtkDoli Third Party module reflects the permissions and organization defined in your Dolibarr instance.

Rights and Permissions

Reading: You must have permission to read third parties for the list to display.
Creation / Modification: A "+" button in the top bar allows creation. To use this function, or to modify/delete an existing third party, you must have the associated permissions in Dolibarr.
Deletion: Deleting from HtkDoli permanently deletes the third party on the server. A confirmation alert is displayed before execution.

Synchronization

The list is loaded in packets (pagination of 50 by 50). A “Load More” button appears at the bottom if other third parties exist on the server. You can refresh the list manually via the sync icon at the top of the screen.

Screenshots

4 screenshots — click to enlarge