Can't add a customer to customer source?

rkuchar

Sorry I know this probably isn't the correct section of the forum - but I am hoping someone will know the answer to this:

I am a Partner trying to add a customer to Customer Source. It says:

Sign in to CustomerSource.

Go to My Account > Our CustomerSource Accounts.

Click Add New Professionals.
http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx

But when I sign in there is no My Account > Our CustomerSource Accounts on the left menu.

I am an "administrator" in Partner Source. What else do I need to do so I can add customers?? Thank you.

kriki

[Topic moved from 'NAV Three Tier' forum to 'General Chat' forum]

davmac1

They have a problem on their web site.
If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.

It does not look like they put their best people on web site design.

ssingla

On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".

rkuchar

ssingla wrote:

On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".

Thank you that is it! I don't know why the "Official" instructions do not say this.... #-o

rkuchar

davmac1 wrote:

If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.