How do I view partner comments on a record from the Partner Portal?
Follow these steps to view partner comments made through the Partner Portal:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the respective module (e.g., Cases, Deals, Contacts). The List View of the module opens.
- Open the record created by the partner. The Summary View of the record opens.
- Go to the Activity section in the Summary View.
- Review the comments added by the partner, which display the partner's name and timestamp.