Good partner management requires a system where partner details are easily accessible and all communication with each partner is properly documented. Read on to find out how Orderly Databases for Confluence helps you keep track of all the partners you work with so you can maintain great relationships with every single one of them.

What's in it for you?

  • Have an overview of all partners with necessary metadata about them.

  • Have an overview of all upcoming and previous partner meetings and links to the documentation for each one.

  • Easy access to upcoming and previous meeting pages from the partner overview page.

Requirements for Partner Management

In this guide, you'll learn how to manage partner data using the fictitious company Good Consulting as an example. Good Consulting gathered the following information about their partners to create two separate databases:

  • Partners – Containing all partner companies and key information about them including:
    • Links to a Confluence page for each partner
    • Main contacts
    • Country or region
    • Business field
    • Partner status
  • Meetings - Containing all meetings with your partners including information like:
    • Links to a Confluence page with notes for each meeting
    • Description of the meeting
    • Partners involved
    • Date of meeting
    • Participants (on a user basis)
    • Topics covered

The two databases are then connected by referencing them with the help of the Entry Link field type.

How to Create the Databases

To get started, you'll first need to create a database for the partners in your Confluence space. Then you have to create a second database containing the meetings and referencing the involved partners from the partner database. Learn more about databases and how to create one here.
After that you can create an overview at the top of each partner page by adding an Orderly Entry macro. Additionally, you can create an overview for upcoming meetings by inserting and filtering the Orderly Database macro.

Partner Database

Create a Confluence page where you'd like the overview of all partners to be. Insert the Orderly Database macro which will create a new database for the partners.

Add all relevant field types to the database and enter all partners and the resembling information as new entries.

Here are some examples for field types you could add and which settings to choose in the set up to create a database like above:

TitleField TypeSettings
PartnersPage Link
  • Enable page creation
  • Select the 'Partners' page as parent page
  • Initial content is set to database entry macro
  • Disable multi select
Main ContactText 
  • Default settings
CountryText
  • Default settings
Business FieldSelect
  • Enter all business field types you require e.g. IT, Marketing, Design etc.
  • Enable multi select if required
  • Enable create option if required
StatusSelect
  • Enter all partner statuses you require, e.g. Gold Partner, Diamond Partner or A-,B-,C-Partner

Partner Meetings Database

Create a second Confluence page where you'd like to manage the partner meetings overview. Insert the Orderly Database macro.

Add further fields and entries based on the meetings and their metadata.

Here are some examples for field types you could add and which settings to choose in the set up to create a database like above:

TitleField TypeSettings
MeetingsPage Link
  • Enable page creation
  • Select the 'Partners Meetings' page as parent page
  • Initial content is set to database entry macro
  • Disable multi select
DescriptionText 
  • Enable allow line breaks
PartnerEntry link
  • Set 'Partners' database and referenced database. This way the two databases with be connected.
  • Enable multi select
DateDate
  • Add current date as default value if desired.
ParticipantsUser
  • Enable multi select
TopicsSelect
  • Enter all topics types you require e.g. Branding, Projects etc.
  • Enable multi select if required
  • Enable create option if required

Create Overview for Upcoming Meetings

Optionally, add the Orderly Database macro to the partner management page and filter by a specific date, so the upcoming meetings will be displayed.

Display Upcoming Meetings for One Partner

You can display upcoming meetings with partners on their individual page by adding an Orderly Database macro based on the ‘Partner Meetings’ database. Filter the entries by the desired partner.

Curious to read about more ways to use Orderly Databases?

If we have raised your interest in using Orderly for your team's partner management, you should definitely check out our other use case articles as well.
Click here to visit our use case library. Or have a look at our guides and tutorial for getting started with Orderly here.