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The Partner Module lets users filter, sort, and search to find specific partners to quickly locate them. This feature is available to System Admins as well as all users with the appropriate permissions (View Partner Information) enabled to access partner information.
This article covers the following topics:
View Partners
The Partners Screen allows users to easily filter for Partners or add/remove additional columns.
1. Navigate to the Partners Module and click the Partners tab as shown above. Here, you can view all existing Partners of your organization.
2. To search for a Partner, type your query in the search bar as shown above and press Enter on your keyboard or click the Search Icon to search.
Note: To Clear your search, remove all text from the search bar and Press Enter/Select Search again. For more information on search and filtering, please see our full help article:
View Products
The Products Tab allows users to easily sort and search through Products tied to each Partner.
1. Click on the Products Tab from the Partners Module as shown above. Here, you can view the list of all Products added by your Organization.
Search and Filter Partners/Products
The Search and Filter option allows users to search/filter by select columns. Please view our full helparticle on Search and Filter Attributes for more information on search and filtering.