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.