Overview
Effective partner relationship management relies on accurate and up-to-date contact information for individuals within partner organizations. The Partner Contacts management feature enables administrators to maintain a comprehensive database of all partner-side personnel, ensuring that communications, assignments, and access controls are directed to the correct individuals. This is crucial for managing partner program participation, onboarding, and ongoing enablement.
Administrators can update contact details, assign specific user types that may influence portal access or roles, and manage the primary and alternate addresses associated with the contact. The ability to control whether a contact appears in the partner locator also helps manage public visibility and collaboration opportunities.
Accessing Partner Contact Details
Click the Edit icon next to the partner contact you want to modify.
Editing Partner Contact Information
This screen serves as the Add/Edit Partner Contact form, enabling vendor-side users to create new contact records or modify existing ones associated with a partner account. Partner contacts are individual representatives within a partner company, and their details are crucial for communication and managing partner relationships. The form is organized into several sections for contact information, account association, and address details, ensuring comprehensive data capture. This functionality is part of the Partner Profile Management workflow (WF-05) within the Onboard module, allowing administrators to maintain accurate and up-to-date information for each partner's personnel.
Review or update the details for the partner contact in the provided fields.
Buttons
| Button | Description |
|---|---|
| Save | Saves the changes made to the partner contact record. |
| Cancel | Discards any changes and returns to the previous view. |
| Analyze Change | Analyzes the impact of the proposed changes before saving. |
| Select | Opens a dialog to select an existing partner account. |
| Clear | Clears the currently selected partner account. |
Partner Contact Information
| Field | Description |
|---|---|
| First Name * | The first name of the partner contact. |
| Last Name * | The last name of the partner contact. |
| Email * | The primary email address of the partner contact. |
| Title | The job title of the partner contact within their organization. |
| Department | The department the partner contact belongs to. |
| Other Email | An alternative email address for the partner contact. |
| Contact Source | The source from which this contact was acquired. |
| Direct Phone | The direct phone number for the partner contact. |
| Mobile Phone | The mobile phone number for the partner contact. |
| Contact Type | The type of contact, indicating their status or role. |
| Fax | The fax number for the partner contact. |
| Score | A calculated score associated with the partner contact. |
| User Type | The type of user role assigned to this contact. |
| Show this contact In Partner Locator | A toggle to determine if this contact should be visible in the partner locator. |
| Country Code | The country code for the contact's phone numbers. |
Account Information
| Field | Description |
|---|---|
| Account Name * | The name of the partner account this contact is associated with. |
| Description | A free-text field for additional details or notes about the partner account. |
| Account Country | The country where the partner account is located. |
| Region | The geographical region of the partner account. |
Address Information
| Field | Description |
|---|---|
| Primary Address 1 | The first line of the primary physical address for the partner contact. |
| Primary Address 2 | The second line of the primary physical address for the partner contact. |
| Primary Country * | The country of the primary address. |
| Primary State * | The state or province of the primary address. |
| Primary City * | The city of the primary address. |
| Zip/Postal Code | The zip or postal code of the primary address. |
Alternate Address Information
| Field | Description |
|---|---|
| Alternate Address 1 | The first line of an alternate physical address for the partner contact. |
| Alternate Address 2 | The second line of an alternate physical address for the partner contact. |
| Alternate Country | The country of the alternate address. |
| Alternate State | The state or province of the alternate address. |
| Alternate City | The city of the alternate address. |
| Alternate Postal Code | The zip or postal code of the alternate address. |