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Published 20 hours ago • verified publisher icon rubyforgood

Can we update/edit Partner Agency info for them?

Open SCDB opened this issue 6 years ago • 3 comments

Hi there! I'm wondering if there is currently functionality for diaper banks to update Partner Agency Organization Details on their behalf. We are going to be moving all our partners and ordering over to PartnerBase soon, but we don't want to make them fill out the profile info again (they already gave us all that information when they applied to be a partner of ours). I'd like to have our intern enter all their info on their behalf so it's one less thing to worry about or ask partners to do while they're going through the transition and learning a new system. Screen shot attached of the page that I want to be able to update. Thank you! Screen Shot 2019-04-29 at 10 43 08 AM

SCDB avatar Apr 29 '19 14:04 SCDB

Hey @SCDB! We've haven't ignored this request! There currently isn't an easy way to do that. What we're talking about doing is having a spreadsheet that you could enter in all their details and we'd import it.

seanmarcia avatar May 12 '19 20:05 seanmarcia

Thanks for the update! :) As long as you guys are doing the import so that I don't mess anything up, that sounds great!

SCDB avatar May 13 '19 13:05 SCDB

@seanmarcia we talked about this briefly earlier this weekend but I don't think I ever asked a clarifying question. Do you want to create me a .csv for this, or do you want to send me one to populate? Just want to make sure that headings match what's going to work for your import.

SCDB avatar Jul 28 '19 15:07 SCDB