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  1. ZiftPRMAdmin
  2. How To
  3. Accounts

Accounts

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Partner profile, program and activity history information are automatically gathered and saved, providing a comprehensive and accessible database which can be segmented, analyzed and used for decision making. Partners can be managed at organization, sub-location or personal level, with tools provided for searching, viewing profile data, administration, data cleansing, mass updates, custom views, segmentation, role assignment and reporting. With Zift PRM you can add custom profile fields to any data item, and to design your own data capture forms to add this data to the partner database.

  • About Accounts
  • Move a User to a new Organization or Location
  • Delete a Location
  • View Account Modification History
  • Designate a Primary Contact

Account Management

  • RELAY_PARTNER_REGISTRATION Relaytag
  • How to Create New Administrative Users
  • How to Upload Partner Data
  • Add a New Organization Account
  • Setup a New Partner User

Partner Manager

  • View Your Partner Accounts
  • View the Portal as Another User
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