Parks and Recreation Knowledge Base

How to Create a Partner Account in Rectrac

Updated on

In order to make an account a "Partner":

  1. Click the "Menu" button.
  2. Under "Home", select "Global Sales".

In "Global Sales Lookup":

  1. Using the search engine, locate and highlight customers account.
  2. Click "Select".

In the customers account:

  1. Click the "Household Options" drop down menu.
  2. Select "Update Household".

In "Household Update":

  1. Head to the "Misc Info" tab.
  2. Click "Features" drop down menu.
  3. Select "Partner".
  4. Click "Save".
Previous Article How to Handle a Deceased Customer Account