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### Managing Partner Accounts To manage partner accounts, do the following tasks: Activating and Inactivating Partner Accounts Searching For Partner Accounts Deleting Partner Accounts For step-by-step procedures that are common to many record types, see: Creating Records Updating Record Details Linking Records to Your Selected Record Working with Lists Tracking Partners and Competitors of Accounts Tracking Relationships Between Accounts Adding Notes Attaching Files and URLs to Records Viewing Audit Trails for Records 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. Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.