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Siebel Partner Relationship Management Administration Guide > Siebel PRM for Finance > Sharing Data with PartnersSharing Data with Partners discusses how to share transactional data and master data with your partners. This chapter includes examples of typical ways that you might share transactional data such as opportunities, service requests, and contacts. In addition to the types of transactional data described here, Siebel PRM for Finance supports the following type of transactional data: Viewing a Partner's Call ReportsCall Reports are records of meetings and conversations with clients or other organizations and individuals. Financial institutions often require employees to generate call reports when they meet with customers. Call reports are used for the following purposes:
Because the partner portal user might be in an organization different from that of the employee application user, the latter must have visibility into Call Reports created within the other organization. For more information about call reports, see Siebel Finance Guide. NOTE: While the Partner Portal includes a Call Reports screen, the Partner Manager does not. The financial institution must purchase the Call Reports module separately to view Call Reports. |
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