Knowledgebase & Support

The Third Parties Module in MokoCRM is the foundation for managing all business relationships—whether customers, prospects, vendors, or partners. It serves as the central directory for contact information, classifications, commercial tracking, and financial data across the platform.

The Third Parties Module in MokoCRM is the foundation for managing all business relationships—whether customers, prospects, vendors, or partners. It serves as the central directory for contact information, classifications, commercial tracking, and financial data across the platform.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Third Parties
2. Click Activate
3. Configure related settings under Setup → Modules → Third Parties

🏢 Creating a Third Party

1. Go to Third Parties → New Third Party
2. Enter:
   • Name (company or individual)
   • Type (Customer, Prospect, Supplier—any combination)
   • Contact information: address, phone, email, website
   • Customer code / Supplier code (auto or manual)
3. Save to create the record. You can now attach contacts, notes, proposals, orders, invoices, and more.

👤 Managing Contacts

Each third party can have multiple associated contacts:

• Navigate to the third party record
• Click “New Contact”
• Add position, email, phone, and notes
• Assign a contact role (e.g., Sales Rep, Accounting, CEO)

Contacts are stored in a linked list under the main third party profile.

🗂 Classifying Third Parties

To organize and filter your records:

• Assign Customer or Supplier Types
• Use Tags for flexible classification (e.g., Nonprofit, Priority Client)
• Group by Sales Representative or Geographic Region

Filters are available throughout CRM, Sales, and Accounting modules.

🔗 Integration With Other Modules

Third parties are tightly integrated with:

• CRM: For opportunity and activity tracking
• Proposals & Invoices: Auto-fill customer data and payment terms
• Projects: Link third parties to project stakeholders
• Accounting: For customer/supplier ledgers and balance sheets
• Memberships: When managing individuals affiliated with an organization

📌 Best Practices

• Standardize naming conventions for searchability
• Use tags and types to drive segmentation and targeted communications
• Keep contact info current for invoicing and outreach
• Review duplicate entries regularly
• Link third parties to users or members where applicable