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Managing Partner AccountsTo 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 the Partner Organization Status field on the account to Active, a book is automatically created for the partner account. The automatically generated name of the book includes the name of the partner account. When a user is added to the partner organization, that is, when the partner account is selected in the Partner Organization field on the user’s record, the user is also associated with the book that was automatically created for the partner account. If the user's partner organization is later changed to a different partner organization, then the user is automatically removed from the partner book for the old partner organization and added to the correct partner book for the new partner organization. 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. |
Published 7/6/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |