View Partners

You can view general partner information or detailed information for a partner that has been associated with a customer, employee, item, or sales lead. In addition, you can view just the name, city, and state of the partner assigned to a case, opportunity, or activity.

You can access partner records from customer, employee, item, lead, case, opportunities, and activity records. You view partners or partner information by launching the appropriate application. For example, to view partner information that is associated with an item, launch the Item Inquiry application and locate the appropriate item record.

If a partner has not been associated with a customer, employee, item, sales lead, case, opportunity, or activity, there is no partner for that record.

You use the Find function to view partner information in the Employee, Customer, Leads, and Items application. This feature does not locate all partners in the system, but it helps you locate one or more specific partners that are already assigned to the employee, customer, lead, or item. For example, if you have dozens of partners that are associated to an item, you can use the find feature to locate the partners in a particular state or city. To do so, enter the search parameters in the grid and click Find.

From the Employee, Customer, Leads, Item Inquiry, or Opportunity applications, you can access the Address Book Revision form for the partner. Use this form to view, add, revise or delete partner information. You can also view, add, revise or delete contacts by selecting Who's Who from the Row menu.

From the Opportunity, Case Entry, and Activity applications, you can view only the name of the partner that is currently assigned to the opportunity, case, or activity. And, if there are contacts associated with the partner, you can view the current contact.