Adding Notes About a Partner Company

Partner notes let you enter text information about partner companies. For example, if a partner gives you driving direction to its office, you can enter the information in a note added to that company’s record.

This information can be exclusively for your use or can be shared with colleagues in your company:

• Private Notes. These notes are visible only to the person who entered them.

• Shared Notes. These notes are visible to anyone in the brand owner company who can see the partner’s records.

To enter notes about a partner company

You and others in your company can use the Partner Notes view to enter notes about your partners.

Note: Partner employees do not have access to shared notes. They are used for sharing information within the brand owner company.

1. Navigate to the Partners screen, then the Partner List view.

2. In the Partners list, drill down on the name of the partner to which the note applies.

3. Navigate to the Notes view.

4. If the proper type of note is not already displayed, navigate to Private Notes or Public Notes view.

5. In the Notes list, add a new record.

6. Enter the note as text in the Description field of the new record.

To work with notes about a partner company

Use the following procedure to work with notes about a partner company.

• Modify a record by selecting a field and changing the information.

• Delete a record by selecting it, clicking the menu button, and then clicking Delete.