Partner Listing

You can get an overview of all the partners in the partner listing page. Name of the partner, partner type, relationship, phone and partner portal are all mentioned here. New partner can be added to the Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the listing page.

• You can carry out a quick search of different partners by putting keywords in the field.
• You can carry out an advanced search of the different partners by filling in the various search criteria. The search criteria will open up once you click on the link.
  
• You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
• You can click on the check-box to select one or multiple partners for mass email.
• The partners can be added to your favorites by clicking on icon.
• You can bookmark a partner by clicking on .
• You can delete one/multiple partners by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down.
• You can get the options of adding comment; viewing followers, sending email and notifications, and uploading a relevant file (from the computer or from the CRM library) by hovering the cursor on a particular partner.
• By selecting check boxes beside the Partners, you can send mass email from the action drop-down.
• You can add a new partner by clicking on tab.
• You have two types of views for the Partner listing page i.e. column view and row view. You can select the view depending on your requirement.
• The display of various Partner fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• You can edit or delete a partner by hovering the mouse on it.
• You can perform multiple actions to a partner by clicking on the Select drop down.