channeladmin_faq
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channeladmin_faq [2009/05/19 15:58] anthony |
channeladmin_faq [2009/05/19 16:01] (current) anthony |
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| It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | ||
| - | ==I tried to upload some new contacts, but they are being held due to 'Invalid Partner Location'?== | ||
| - | The Partner Contact Bulk Import assumes that there is an already set up partner and location. Should a match not be made, the application 'holds' the uploaded data so you can associate it to an account at a later time. | ||
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| - | ==On the Partner Summary screen, I did a search on a specific location tag and the list appears to exclude some locations that I know have this tag. Why is this?== | ||
| - | This is probably due to the 'Search only HQ' option being selected, which limits the potential results. You have the option of selecting 'Search all locations' which should yield the results that you are after. | ||
channeladmin_faq.1242748704.txt.gz ยท Last modified: 2009/05/19 15:58 by anthony