"Partner Accounts" in RecTrac are households connected to external organizations, such as businesses, non-profits, sports leagues, or schools. Through this type of account, representatives with the appropriate username and password can complete the tasks of a standard household for the entire organization. This simplifies the billing process for larger group, as Partner Accounts track all invoices directly.
To make an account a "Partner:"
Click the Menu button, indicated by the 3x3 dot grid in the upper-left-hand corner. Under Home, select Global Sales.
The Global Sales Lookup window appears. Use the search configuration as preferred to locate the customer's account and Select it.
In the customer's account, click the Household Options drop-down menu. Select Update Household.
Navigate to the Misc Info tab and select the Features drop-down menu. Select Partner and click Save.
