Category "Activities"

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New Resources Available

As part of Partner Platform’s assimilation into Zywave, there are 2 new resources available to you for your training and support needs. Zywave University replaces Partner Learning Center and PartnerNet as the primary resource for training webinars and on-demand content. […]

Managing Note Types

This QuickGuide explains how to add, delete and inactivate Note Types in the Desktop Admin Settings.

Creating a Note Activity

This QuickGuide explains how to create a note activity and how to assign and change reminders for yourself and others.

Creating a To Do List Activity

This QuickGuide explains how to create a To Do List activity and how to assign and change reminders for yourself and others. To Do Lists must be set up by the agency in Partner XE Administration first.

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