Related Articles
Assign Attributes to Members
This article shares how to assign an attribute to multiple members in your ecosystem at the same time. Follow these steps: NOTE: You must create your custom attributes and members before you can start assigning them. You can also assign attributes to ...
Customize Member Library Columns
This article shares how to customize which attributes and data appear in the columns in your member library and change their order. How to Customize Columns in Your Member Library: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open ...
Export Member Data
This article shares how to download all your member data, including all contact info and custom attributes to back up your data and do additional data analysis. How to Export Your Member Data: Step-by-Step Instructions 1. First, login to PARTNER CPRM ...
View a Member Card
This article shows how to to view a member card with all their secondary contacts, attributes, captures, and notes. How to View a Member Card: Step-by-Step Instructions Follow these steps: 1. Click “Members” in the ecosystem navigation menu to open ...
Add a New Member
This article shares how to add a new member to your library in PARTNER CPRM. To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library. How to Add a New ...