View Partner Details

Understand the read-only roll-ups on a partner record — linked contacts and interactions, involvement across modules, and report history.

Most of a partner's detail page is built for you. Beyond the general information you entered, PEARS assembles read-only sections from data that already lives elsewhere in the system.

Contacts & Interactions

Lists the CRM contacts linked to this partner, with columns for Name, Connected action plans, Role, and Last interaction. Below the table, the most recent interactions naming this partner are shown, with a show more control for the rest.

Contacts are linked from either end:

• On the contact — add the partner in the Linked Partners table. See Add a Contact.

• On an interaction — the partners derived from the selected contacts are attached to the interaction. See Create an Interaction.

NOTE: A contact can be linked to a partner and never contacted. A blank Last interaction is a real state, not missing data.

Involvement

Shows every module where this partner is linked, with the module, the related action plan, and the contributions recorded. The Partners section is available on action plans, program activities, PSE site activities, success stories, indirect activities, and custom modules — see Add Partners.

If your organization has not enabled a Partners section on any module, this section shows placeholder text instead.

Screenshot: The Involvement section of a partner record, listing the Module, Record and Contributions for each record that links the partner

Reports

Lists the Partner Reports filed for this partner, with the reporting period, status, depth of relationship, reporter, and date. Click Add Report to start a new report with this partner already selected.

Screenshot: The Reports section of a partner record, listing two partner reports with their reporting period, status, depth of relationship, reporter and date, and the Add Report button

Other Activities

The contributions logged directly on the partner. See Other Activities.

Permissions

Who can open the full record, the sharing grants in place, and any pending access requests. See Partner Permissions.

Documents

The Latest partnership agreement and any File attachments on the record.

TIP: If you hold only Restricted access to a partner, the detail page shows a limited preview — the partner's name, dates, site, unit, and owner — with a Request access button instead of these roll-ups.