Complete the following steps to search for client partners:

Log in to the ONE system.
Click Menus/Favs > Administration > Partners > Client Partners .
The Client Partners screen appears.
Click the Export to CSV button to export the list into a spreadsheet.
In the Partner Name column, click the client name link to view the details of the client partner.
The client partner details screen appears.
Click the Deactivate button to deactivate the client partner.

General Tab

See the table below describing fields within the General tab:

Field	Description
Partner Organization	Name of the partner organization
Consignee Signature Required	Identifies if the client partner requires consignee signature
Auto Accept Control	Identifies if the client partner requires auto-accept control
Relax CutOff Time Constraints	Identifies if the client partner can relax cutoff time constraints
Declared Value Threshold	The declared value threshold
Tax Exempted	Identifies if the tax is exempted for the client partners
Compliancy Code	The compliancy codes for the client partners

Partner Profile Tab:

Click the Partner Profile tab to view the details of the partner profile.
Click the checkbox of the Profile Name to select the partner.
Click the Actions button and select an option to perform the desired action.
Click the Export to CSV button to export the partner profiles details into a spreadsheet.
Click the Add Partner Profile button to add a partner profile.
The New Partner Profile screen appears.
In the Name field, enter the name of the partner profile. Fields with an asterisk ( * ) are required.
In the Account Number field, enter the account number or select it with the picker tool.
Enter a note in the Note field.
Click the Save and Add Another button to save the partner profile and add another.
Click the Save button to save the partner profile.
Click the Close button to close the partner profile.