Creating or Updating a Contact for a Company-type Channel Partner

The Create Contact dialog box enables you to define a new contact for a Channel Partner. The Edit Contact dialog box is similar and allows you to update the details of an existing contact.

To create or update a contact:

1.Open the Create Contact or Edit Contact dialog box, if it is not open. Show me how

a.Select Customers > Channel Partners. The Channel Partners tab is displayed.

b.In the left pane, select a channel partner of type Company ().

c.In the right pane, do one of the following:

–To create a new contact for this channel partner, in the Associated Contacts area, click New Contact. The Create Contact dialog box opens.

–To update the details of an existing contact, select the Contact from the list and click . The Edit Contact dialog box opens.

2.Enter or update the First Name, Middle Name (optional), and Last Name for the contact.

3.In the E-Mail box, enter or update the e-mail address of the contact .

4.In Locale, select the preferred language for the contact.

5.Click Save.