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Populating partner codes

Tracking employee numbers, adviser numbers or partner codes.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a year ago

Please note: this is not Partner Provider Codes, which are specified per provider. If you rather want to populate provider codes, you can use this article.


Navigate to Office Settings > Partners

Filter or search for your relevant partner, and click on the pencil to edit this partner:

Scroll down and expand More Actions to reveal the Partner Code field:

Type in the adviser's employee/partner number/code and click on Save.

You will now be able to include Partner Codes to your reporting:

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