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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > About Tracking Partner Information > Creating a Partner Company Organization ChartWhen you display a company organization chart of a large partner company, you can see every employee's position at a glance. Siebel PRM lets you define the hierarchy shown in the organization chart by specifying the manager for every contact. Select the appropriate person in the Manager field of the Contact record. Everyone in the organization chart must be on your contact list for that partner company. You can add new contacts in the Partner Organization Analysis view while you are working on the organization chart, and they are also visible in the Partner Contacts view. The lower form in the Partners Organization Analysis view has a list next to its name. Use this list to toggle between a Contacts view, which has a list of your partner contacts, and an Organization Analysis view, which has an organization chart. If the chart appears when you first open it, you must use this list to display the Contacts list in order to select each contact's manager. You can also use the Contacts list to add new contacts. To create a partner company organization chart
Use the following procedure to work with partner company organization charts. |
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