PRM and Accounts
I have a question about PRM and how they linke to users and accounts.
On the account records we have a field called 'Owner Partner Account' we are using this as 'preferred dealer'.
I have created a PRM user for each dealership and have associated the correct partner account.
So a user is linked to their partner record (dealership) using PRM and accounts are linked to their preferred dealerships.
When a partner logs into CRM On Demand we would like them to view all the accounts that are linked as a Owner Partner Account.
Currently when we log in using a PRM user no account are displayed.
On the account records we have a field called 'Owner Partner Account' we are using this as 'preferred dealer'.
I have created a PRM user for each dealership and have associated the correct partner account.
So a user is linked to their partner record (dealership) using PRM and accounts are linked to their preferred dealerships.
When a partner logs into CRM On Demand we would like them to view all the accounts that are linked as a Owner Partner Account.
Currently when we log in using a PRM user no account are displayed.
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