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Managing Partner Accounts

To manage partner accounts, do the following tasks:

For step-by-step procedures that are common to many record types, see:

NOTE: When you create a partner account and set that account to Active status, a book is automatically created with the name <Partner Name> Partner Book. When you create a partner account and define the partner organization for that partner account, that partner account is added to the corresponding book. When a partner account is inactivated, the partner account is inactivated on the corresponding book. If the user's partner organization is changed, the partner account is removed from the book associated to the old partner organization and added to the correct partner book for the new partner organization relationship.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.