Advanced Partner Centre

Advanced Partner Centre (APC) licences give your partners access to a range of lists, reports and transactions. Licences can be purchased in addition to your standard user licences. Please contact your JCurve Account Manager for licence details.

APC users only have access to their own associated records. This means they can only transact against Customers for which they are listed as the Partner, and only report on these specific customers.

See Advanced Partner Centre – Enabling for further instructions on how to set up Advanced Partner Centre functionality.

The below table shows the access permissions of Advanced Partner Centre licences:

 CreateFullEditView
Transactions    
Estimate
Opportunity
Sales Order
Find Transaction
 
Reports      
Lead Snapshot/Reminders
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Support
Support Case Snapshot/Reminders
Partner Commission
Lists
Promotion Code
Notes Tab
Contacts
Customers
E-mail Template
Events
Phone Calls
Partners
Tasks
CRM Group
Campaign History
Cases
Find Entities
Mass Updates
Perform Search
Track Messages
Calendar
Campaign
Export Lists
Financial History
Items
Knowledge Base
Non Posting Registers
CRM Lists
Units

 

 

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