Partner Summary screen

List of fields on the Partner Summary screen
Field	Description
Name	The partner's name. Click to display the Partner details screen.
Contact Name	The main contact for the partner.
Contact Email	The contact's email address.
Phone	The contact's phone number.
Status	The status of a newly created partner is Inactive. The status of a partner with a registered Sage ID account is Active. If you lock a partner in the portal, the status of the partner is Active (locked).
Actions	Icons to perform actions on the partner. Lock icon . For more information, see Locking a partner. Unlock icon . For more information, see Unlocking a partner. Delete icon . For more information, see Deleting a partner. More information icon . Expands to display the following icons: Audit icon . For more information, see Audits. Processes icon . For more information, see Viewing processes.
Search	Displays the search box. Enter a keyword in the box and press Enter to display partners containing the keyword.

Name

The partner's name. Click to display the Partner details screen.

Contact Name

The main contact for the partner.

Contact Email

The contact's email address.

Phone

The contact's phone number.

Status

The status of a newly created partner is Inactive. The status of a partner with a registered Sage ID account is Active. If you lock a partner in the portal, the status of the partner is Active (locked).

Actions

Icons to perform actions on the partner.

Lock icon . For more information, see Locking a partner.
Unlock icon . For more information, see Unlocking a partner.
Delete icon . For more information, see Deleting a partner.
More information icon . Expands to display the following icons:

Audit icon . For more information, see Audits.
Processes icon . For more information, see Viewing processes.

Search

Displays the search box. Enter a keyword in the box and press Enter to display partners containing the keyword.