Inactive |
Whether this associate record is active. Note you cannot delete associates, but you can mark them inactive to hide them. |
ID |
The Edge ID number for this associate. This is set on the initial Add and cannot be changed thereafter. |
First Name |
The associate’s first name. |
Last Name |
The associate’s last name. |
Email |
The associate's email; depending on System Options, this can be used by the software to send the associate notifications about appointments, associate tasks, multi-store transfers, and more. |
Cell Phone |
The associate’s cell phone number; this will be used for text message notifications. |
Password / Repeat |
The associate’s password; required for access to certain password-protected functions. |
Store Role |
The associate's position. This list can be modified via Administrative > Lists. See Adding Store Roles for more information. |
Initials Color |
When the associate's initials are displayed in the software, such as on Notes, they will appear in a circle of this color. |
Appraiser Details |
If applicable, the associate’s appraiser certification information. |
Is a Jeweler |
Indicates whether the associate is a jeweler who can make repairs. |
Is an Appraiser |
Indicates whether the associate is an appraiser. |
Name as Printed |
If Is an Appraiser is checked, the associate’s name as it should appear on appraisals. |
Credentials/Title |
If Is an Appraiser is checked, credentials to be printed on the appraisal document. |
Yearly PTO Hours |
For use with the Schedule feature, defines the amount of paid time off available for this associate annually. |
Yearly Sick Hours |
For use with the Schedule feature, defines the amount of sick time available for this associate annually. |
Holidays |
Check this to include holidays as hours worked. Holidays are defined in the Schedule feature. |
Receive Transfer Notifications |
For multi-stores, selecting stores here will notify this associate via email when the selected store(s) are involved in transferring or requesting an item. |
Receive Blind Count Notifications |
For multi-stores, selecting stores here will notify this associate via email when a blind count fails at the selected store(s). |
Primary Store |
For multi-stores, define the primary store for this associate. |