Members
Smart CSV Validation for Member Uploads
This article shows you how to use the Smart CSV Validation tool to check for errors in your member data before uploading it into your ecosystem. This helps reduce upload failures and ensures clean, accurate records. Validate CSV Files During Bulk ...
Bulk Edit Members
This article walks you through how to edit multiple members in your ecosystem at once using a downloadable CSV file. This is the fastest way to make updates to names, tags, attributes, and more across many records. How to Bulk Edit Members in Your ...
Look Up the Last Modified Date for Members
This article shares how to find the last modified date for your members to see when they were last edited or updated. How to Look Up the Last Modified Date for Members: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your ecosystem. 2. On ...
Add Secondary Contacts
This article shares how to add secondary contacts associated with an ecosystem member in PARTNER CPRM. You must create a new member before you can create their secondary contacts. How to Add a New Secondary Contacts: Step-by-Step Instructions 1. ...
Add a Note
This article shares how to add or view notes associated with your members. How to Add a Note in Your Member Library: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the screen, click "Members" ...
Delete a Member Group
This article shares how to delete a member group in your member library. Please know that this action cannot be undone. How to Delete a Member Group: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open your ecosystem. 2. On the ...
Duplicate a Member Group
This article shares how to duplicate a member group in your member library. How to Duplicate a Member Group: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the screen, click "Members" ...
Edit a Member Group
This article shares how to edit a member group with ecosystem members in your member library. How to Edit a Member Group: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the screen, click ...
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 ...
Sort and Filter Member Data
This article explains how to sort and filter your member library to help find the right data. How to Filter Member Data: Step-by-Step Instructions First, login to your PARTNER CPRM account. Then, follow these steps: Click “Members” in the navigation ...
Look Up Member Data
This article explains how to use the search feature in your member library to look up member data. How to Look Up Member Data: Step-by-Step Instructions First, log in to your PARTNER CPRM account and make sure you have your member data uploaded. ...
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 ...
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 ...
Create a New Member Group
This article shares how to create a new member group with ecosystem members in your member library. NOTE: You must add or upload your ecosystem members before you assign them to groups. How to Create a New Member Group: Step-by-Step Instructions 1. ...
Delete a Member
This article shares how to delete an existing member of your ecosystem. Deleting a member from your member bank will delete all of their responses, attributes, and relational data. Do not delete a member unless you are 100% certain you wish to do so. ...
Upload Multiple New Members
This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...
Edit a Member
This article shares how to edit an existing member of your ecosystem after you create them. How to Edit a Member in Your Member Library: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the ...
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. Pro Tip: Always double ...