Form Used to Manage Partner Information
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Partner - Work With Addresses |
W01012B |
CRM Foundation Daily Processing (G90C01), Partner |
Find existing partners or access forms to add new partners. |
Partner - Address Book Revision |
W01012A |
On Partner - Work With Partner, select the partner you want to review. |
Find and select a partner. |
Search for Employee |
W90CA040F |
CRM Foundation Daily Processing (G90C01), Employee |
Select an employee. |
Employee - Manage {Employee Name} |
W90CA04RA |
On Search for Employees, select an employee, select the Customer and Partner tab, and then click the Partner link |
Assign a partner to an employee or view currently assigned partners. |
Search for Customers |
W90CA080D |
CRM Foundation Daily Processing (G90C01), Customer |
Select a customer. |
Customer - Manage {Customer Name} |
W90CA08RA |
On Search for Customers, select a customer, select the Contact and Partner tab, and then click the Partner link. |
Assign a partner to a customer or view currently assigned partners. |
Search for Leads |
W90CB010A |
Daily Sales Force Automation Processing (G90CA01), Lead |
Select a lead |
Lead - Manage {Lead Name} |
W90CB010L |
On Search for Leads, select a lead, then select the Contact and Partner tab, and then click the Partner link. |
Assign a partner to a lead or view currently assigned partners. |
Search For Items |
W90CA100D |
CRM Foundation Daily Processing (G90C01), Item Inquiry |
Select an item. |
Item - Manage {Item Name} |
W90CA109A |
On Search For Items, select an item and then click the Partner tab. |
Assign a partner to an item or view currently assigned partners. |
Search For Opportunities |
W90CB020D |
Daily Sales Force Automation Processing (G90CA01), Opportunity |
Select an opportunity. |
Opportunity - Manage {Opportunity Name} |
W90CB020A |
On Search For Opportunities select an opportunity. |
View or update the partner and partner contact currently assigned to the opportunity. |
Partner Search & Select |
W90CA050A |
On Opportunity - Manage {Opportunity Name}, click the visual assist at the Partner field. |
Find and select a partner to associate to the opportunity. |
Search For Activities |
W01301E |
CRM Foundation Daily Processing (G90C01), Activity |
Select an activity. |
Activity - Edit {Activity Name} |
W01301B |
On Search For Activities, select an activity and then click the Partner Contact link. |
View or modify the partner contact. |
Work With Case Management |
W17500A |
Daily Case Processing (G17132), Case Entry. |
Select a case. |
Case Entry - Manage Case |
W90CG501J |
On Work With Case Management, select a case and then select the Additional Information tab. |
View the partner and partner contact associated with a case. |