FAQ: Transerve Partners
As of August 2023, Transerve will be migrated to the existing Precisely Salesforce environment. As part of this migration, all partners will move to a unified Precisely Partner Community Portal.
As an existing partner, you’ll move to the new unified Precisely Partner Community Portal. You’ll receive a welcome email when your Precisely user account has been set up in August.
The new Precisely Partner Community Portal will be available to all our partners. You’ll receive a welcome email when your Precisely user account has been setup in August.
No. You’ll receive a welcome email from the Partner Team when your new Precisely Partner Community Portal credentials have been created. This will now act as your Precisely user account.
Your Precisely user account is the email address you use to access the Precisely.com web apps, Online Case Management, Partner Community (partners only), Precisely Ideas or Knowledge Communities.
Update your case details and view your case list from the Precisely Partner Community Portal, under My Support Cases.
Before creating your next case, please review the Case Creation Guidelines for an overview of resources to check, and a guide on the information required to create a case.
To create a new case from the Precisely Partner Community Portal, navigate to Create a Case.
Please note: all case numbers going forward will have a new format: PRE-XXXXXXXX.
The Precisely Partner Community Portal gives you visibility only into the cases that you’ve raised on behalf of your customers.
Yes. Please review the knowledge article Add users to Cases via Case Teams.
As a partner, we also consider you a Precisely customer. We’ve prepared more detailed FAQs about changes customers can expect from our migration, and invite you to explore the following:
Please send an email to Channel Partner Ops.