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help:admin:partner_summary [2009/05/18 15:19]
anthony
help:admin:partner_summary [2013/07/17 15:22] (current)
jay
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-====== Partner Summary Help ======+====== Distributor Summary Help ======
  
-The search filters include both Partner (company) attributes and Location attributes. +The search filters include both Distributor (company) attributes and Location attributes.  
 + 
 +RCD specific:  We have setup all Distributor IDs and Locations based on legacy data from Carrier's accounting system.  If data is missing or incorrect, contact an Administrator with specificics of what is missing or incorrect.  Send an email to [email protected]
 + 
 +Enter the Distributor ID (Parent Code) or Distributor Name into the box, choose Search.
  
 When you select the **Search only HQ** radio button, location attributes are matched only against the main (HQ) location for each partner company, and at most one entry per partner is returned.  When you select the **Search only HQ** radio button, location attributes are matched only against the main (HQ) location for each partner company, and at most one entry per partner is returned. 
help/admin/partner_summary.1242659967.txt.gz · Last modified: 2009/05/18 15:19 by anthony