Partners

Track ongoing relationships with the organizations you work with, including linked contacts, cross-module involvement, and per-period reporting.

The Partners module tracks the organizations your program works with as persistent relationships rather than one record per reporting period. A partner record carries the relationship's start and end dates, the contacts who work there, and a read-only roll-up of everywhere that partner appears across PEARS — action plans, program activities, PSE site activities, success stories, indirect activities, and custom modules.

Because a partner persists, you report on it over time through Partner Reports rather than re-entering the partner each period.

Getting Started

To access Partners, hover over the Engage menu in the top navigation bar and click Partners. The list opens filtered to Active partners — those with no end date.

The list shows Name, Unit, Owner, Status (Active or Ended), Created At, and Last Modified At. You can customize which columns appear, filter by partner type, unit, action plan, and creation date range, and export the results.

TIP: Partners replaces the Partnerships and Coalitions modules. Organizations that still have data in those modules find them under a Legacy heading at the bottom of the Engage menu. See Partnerships and Coalitions as Legacy Modules.

Workflow

1

Add a Partner

Enter the partner's name, type, site, unit, and start date, and attach the current partnership agreement.

2

Partner Permissions

Choose who can open the full partner record, share it with specific people or units, and respond to access requests.

3

Other Activities

Log contributions and activities that aren't captured as interactions — donated space, volunteer hours, in-kind goods.

4

View Partner Details

Review the roll-ups PEARS builds for you: linked contacts and their interactions, involvement across modules, and report history.

NOTE: Partner records have no Mark as Complete step. A partner is an ongoing relationship, not a per-period record — completion happens on the Partner Report instead.

Additional Actions

• Export — Download partner records, their other activities, and their sharing grants as an Excel workbook.

• Migrate from Partnerships and Coalitions — Bring your legacy records into Partners.

• Link Partners to Other Records — Add a Partners section entry to an action plan, program activity, PSE site activity, success story, indirect activity, or custom module.

GLOSSARY: Partners terms

• Partner — An ongoing relationship with an organization, carried across reporting periods.

• Partner type — The category of organization, drawn from your organization's Entity Types list.

• Active — A partner with no end date. Setting an end date marks the partner Ended.

• Linked contact — A CRM contact associated with the partner, optionally with a role.

• Involvement — The read-only roll-up of modules where this partner is linked.

• Access tier — How much of a record a given user can see. See Partner Permissions.