--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Partner Relationship Management release notes for upgrades from Yokohama to Zurich # Combined Partner Relationship Management release notes for upgrades from Yokohama 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 Yokohama to Zurich This consolidated guide covers all essential release notes for ServiceNow's Partner Relationship Management (PRM) application upgrades from Yokohama to Zurich. It informs you about new features, changes, activation steps, and other relevant upgrade considerations to help you plan and execute your PRM upgrade effectively. Show full answer Show less The notes emphasize preparation tasks, feature introductions, and enhancements designed to improve channel partner management, deal registration, and partner engagement. ## New Features * **Yokohama Highlights:** * Centralized data model to support channel partners, enterprises, and their hierarchies with clear roles and responsibilities. * Partner portal capabilities allowing partners to submit service requests, manage profiles, and efficiently handle service cases via end-to-end workflows. * **Zurich Introductions:** * **Quote Management for Channel Partners:** Enables channel partners, sales reps, and managers to create, update, and track quotes related to channel partners through a dedicated plugin. * **Order Management for Channel Partners:** Facilitates the entire order lifecycle, especially indirect sales, allowing partners to track orders effectively. * **Segment Management:** Use the segment table to group partners based on performance, track progress toward tiers, and provide tailored support and incentives. * **Deal Registration Management:** Empowers channel partners with exclusive deal registration rights, flexible deal registration creation, and lifecycle tracking via configurable forms and a playbook on the Partner portal. * **Data Model Enhancements:** Users with the enterprisepartneradmin role can map channel partner fields to company records for better data alignment. * **Partner Workspace and CRM Workspace Improvements:** Roles such as enterprisepartneradmin and enterprisepartnerrelmanager gain enhanced abilities to manage partner details, cases, orders, sold products, and install bases through improved workspace interfaces. ## Changes * **Zurich Updates:** * Deal registrations can now be created and updated on the Partner portal, enabling enterprise agents to convert registrations into opportunities seamlessly. * The Partner portal features a refreshed landing page with improved navigation for raising inquiries and registering members. * **Yokohama:** No updates or changes were applied. ## Removed and Deprecated Features No features or functionalities were removed or deprecated between Yokohama and Zurich releases. ## Activation and Installation Partner Relationship Management must be installed via a request on the ServiceNow Store for both Yokohama and Zurich releases. The Store provides access to all available apps, including cumulative release notes and version history. This ensures customers have the latest PRM capabilities accessible and supported. ## Additional Considerations * No new additional requirements, browser compatibility changes, accessibility information, or localization considerations were introduced between Yokohama and Zurich. ## Key Benefits for Customers * Enhanced capability to manage complex partner hierarchies and relationships with centralized data models. * Improved self-service portals enable channel partners to efficiently manage service requests, deal registrations, quotes, and orders. * Advanced segmentation and deal registration tools foster better partner performance tracking and exclusive deal management. * Comprehensive workspace enhancements empower partner administrators and relationship managers with streamlined partner data and case management. * Refreshed user experience on the Partner portal improves ease of use for partner inquiries and member registrations. Consolidated page of all release notes for Partner Relationship Management from Yokohama 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 Yokohama 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | Release notes | |-|-| | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]