Linked Exchange - Sent Records
In a linked exchange partnership, the sender determines which customers will be part of the linked exchange process.
To add customers to a Linked Exchange Partnership:
- Navigate to the Linked Exchange>Partner Management
- Click "Manage" next to the exchange partner to which you wish to add customers
- Add customers either by entering that customers ID into the text box labelled "Customer ID" or by clicking on the magnifying glass above that box, and searching for the customer ID you wish to add.
- Click the "Save" button at the bottom of the page to add the customer.
Customers added to the partnership must have a Servicing Location. If the added customer does not have any ownerships associated with it, then a message will be shown indicating that all assets sent will be owned by the sender.If the customer has ownerships associated with it, a different dialog is shown, indicating that assets sent with the specified ownership will be be sent indicating they are owned by the recipient, and not by the sender.
Once a customer is added to the partnership, any delivery made to that customer will be sent via Linked Exchange. To verify that a record has been sent, you can look at the record summary or record detail page and see which Linked Exchange recipient received the file, and what time it was sent to them.