--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Partner Relationship Management release notes for upgrades from Xanadu to Zurich # Combined Partner Relationship Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Partner Relationship Management Release Notes for Upgrades from Xanadu to Zurich This consolidated release note summary assists ServiceNow customers in preparing for and understanding the Partner Relationship Management (PRM) upgrades from the Xanadu release through to Zurich. It outlines new features, changes, and important upgrade considerations across these releases, enabling effective management of channel partners and enterprise relationships within the ServiceNow platform. Show full answer Show less ## Key Features * **Yokohama Release Enhancements:** * Centralized data model for managing channel partners, enterprises, and their hierarchies with clearly defined roles and responsibilities. * Self-service Partner portal allowing channel partners to submit service requests, manage profiles, and access catalog items. * End-to-end case management workflow on the Partner portal for efficient creation, tracking, and resolution of service cases. * **Zurich Release Enhancements:** * Installation of **Quote Management for Channel Partners** plugin to enable quote creation, updates, and tracking by channel partners and sales representatives. * Installation of **Order Management for Channel Partners** plugin to manage the full order lifecycle, especially for indirect sales and order tracking. * Segment management capability using the `snsegsegment` table for grouping partners based on performance, facilitating tailored incentives and visibility. * Configurable deal registration form and playbook on the Partner portal, allowing channel partners exclusive rights to deals and the ability to manage the deal lifecycle. * Data model enhancements enabling users with the `snprm.enterprisepartneradmin` role to map partner and company fields for better data consistency. * Partner Workspace improvements allowing users with `snprm.enterprisepartneradmin` or `snprm.enterprisepartnerrelmanager` roles to manage partner details, cases, orders, sold products, and install bases efficiently through the CRM Workspace interface. * Updated Partner portal experience with a redesigned landing page for easier navigation and streamlined member registration and inquiry submission. ## Important Upgrade Information * There are no deprecated or removed features between Xanadu and Zurich releases. * Pre- and post-upgrade tasks should be reviewed and completed as outlined to ensure smooth transition. * Partner Relationship Management is available exclusively through the ServiceNow Store and must be requested and installed from there. ## Partner Experience and Administration The enhancements across releases empower enterprises to gain real-time visibility into partner performance, engage more effectively with their channel partner ecosystem, and provide partners with enhanced self-service tools for deal registration, case management, and order tracking. Administrators benefit from consolidated workspaces and improved data management controls to efficiently oversee partner relationships. Consolidated page of all release notes for Partner Relationship Management from Xanadu to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Partner Relationship Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Partner Relationship Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-partnerrelationshipmanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | [Configure Partner Relationship Management](https://www.servicenow.com/docs/access?context=configure-partner-relationship-management&family=yokohama&ft:locale=en-US) : Support channel partners, enterprises, and their hierarchies with a centralized data model that specifies the roles and responsibilities of channel partners and enterprises. [Using Partner Relationship Management](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=yokohama&ft:locale=en-US) : Enable channel partners to submit service requests, access catalog items, and manage their profiles on the self-service partner portal. [Using Partner Relationship Management](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=yokohama&ft:locale=en-US) : Enable channel partners to create, track, and resolve service cases efficiently with the end-to-end case management workflow on the partner portal. | | Zurich | [\[Placeholder link text to key install-quote-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners. [\[Placeholder link text to key install-order-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-order-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners. [\[Placeholder link text to key configure-segment-management\]](https://www.servicenow.com/docs/access?context=configure-segment-management&family=zurich&ft:locale=en-US) : Use the segment \[sn_seg_segment\] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility. [\[Placeholder link text to key deal-registration-management\]](https://www.servicenow.com/docs/access?context=deal-registration-management&family=zurich&ft:locale=en-US) : Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities. Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle. [Data model for PRM](https://www.servicenow.com/docs/access?context=data-model-for-partner-relationship-management&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_admin role to map the fields on the channel partner record to their corresponding fields on the company record. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Manage and view the partner details via the Partner workspace if you have the sn_prm.enterprise_partner_admin role or the sn_prm.enterprise_partner_rel_manager role. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_rel_manager role to manage cases, orders, sold products, and install bases by using the Partner Overview tab in the CRM Workspace. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Partner Relationship Management features. {#dfrn3-partnerrelationshipmanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | [\[Placeholder link text to key register-a-deal-partner-portal\]](https://www.servicenow.com/docs/access?context=register-a-deal-partner-portal&family=zurich&ft:locale=en-US) : Create and update deal registrations on the Partner portal to enable enterprise agents to convert them into an opportunity. [Partner portal experience](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=zurich&ft:locale=en-US) : The new Partner portal landing page provides a new look and navigation to raise inquiries or register members. | [ ] ## Removed Between your current release family and Zurich, some Partner Relationship Management features or functionality were removed. {#dfrn3-partnerrelationshipmanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Partner Relationship Management features or functionality were deprecated. {#dfrn3-partnerrelationshipmanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | Activation information : Install Partner Relationship Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Partner Relationship Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Partner Relationship Management, such as specific requirements or compliance levels. {#dfrn3-partnerrelationshipmanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | * Enable enterprises to gain real-time visibility into partner's performance and engage with the channel partner ecosystem. * Enable channel partners to use the self-service Partner portal to register members, raise inquiries, and foster communication between the enterprise and partners. See [\[Placeholder link text to key bundle-omgmt.exploring-partner-relationship-management\]](https://www.servicenow.com/docs/access?context=exploring-partner-relationship-management&family=yokohama&ft:locale=en-US) for more information. | | Zurich | Use the CRM Workspace to enable your enterprise administrators to view all the details that are related to their partners. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=zurich&ft:locale=en-US) for more information. | [ ]