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Sterling Partner Engagement Manager

Showing 46

Add Partner Admin Button on Company Profile Page

Company profile page should have an "Add Administrator" or "Add User" button to easily add partners from the UI.
over 6 years ago in Sterling Partner Engagement Manager / Usability 0 Delivered

Autosave

Provide an autosave capability prior to the user being logged out of PEM. Currently, PEM logs out a user after 30 minutes of inactivity. Prior to that automatic logoff, we should be save the latest draft of the workflow.
over 6 years ago in Sterling Partner Engagement Manager / Usability 1 Delivered

All Partner Activities Editable by Sponsor Admin Users

We would like the ability for sponsor administrator users to edit and complete partner tasks. When partners stall on activities, sponsors push them along. If there is an issue or confusion, allowing the sponsor to go into PEM and complete the task...
over 6 years ago in Sterling Partner Engagement Manager / Other 1 Delivered

Allow Sponsor User to Mark Partner Activity Complete

We would like to request that a Sponsor User has the ability to mark an activity complete. If the necessary information has been acquired/completed, waiting for the partner to officially complete the activity slows or even stops the process. If th...
over 6 years ago in Sterling Partner Engagement Manager / Other 0 Delivered

Adding Required Validation, Conditional Logic for Required Dialog components

We would like to add conditional logic to the "required" functionality in dialogs. Currently, the "required" functionality is a checkbox. Either the field is required or it is not. Adding conditional logic to the required field will add a great de...
over 6 years ago in Sterling Partner Engagement Manager / Other 0 Delivered

Roll-out activity through API call (with context data)

We would like the ability to roll out an activity through an API call (with context data). This would greatly reduce the time efforts in implementing the workaround for 1 id, multiple accounts of context data.
over 6 years ago in Sterling Partner Engagement Manager / Other 0 Delivered

Change Partner Registration Form Wording

We would like to submit for one wording change on the Partner Registration Contact Form. We would like to update the ‰ÛÏPassword:‰Û field's wording, to say ‰ÛÏCreate password :‰Û( and leave ‰ÛÏRe-enter password:‰Û the same). I have included scr...
over 6 years ago in Sterling Partner Engagement Manager / Usability 0 Delivered

Ability for Sponsor to Choose Which Task Partner is "on"

We would like to add the ability for the Sponsor to assign a partner to a particular task. This will enable the Sponsor two abilities. The ability to send a partner backwards, if re-validation is required. Currently they would need to complete the...
over 6 years ago in Sterling Partner Engagement Manager / Usability 0 Delivered

Allow sponsor to deactivate and remove a partner

Allow the sponsor administrator to deactivate as well as remove partners from their list of partners.

Avoid skipped tasks and screens on Sponsor view

When a sponsor views the tasks that a partner has executed, every skipped task and every screen that should be skipped due to entry validation is displayed. When reviewing screens for approval, this will add significant time to the process.
over 6 years ago in Sterling Partner Engagement Manager / Usability 0 Delivered