Associates cannot be deleted, but they can be marked inactive. This preserves historical information and ensures data integrity.
Inactive associates will still appear in places where there is supporting data. For example, running a report of sold items grouped by associate will still show any items they sold under their associate ID and name, but when entering new sales, the associate will no longer appear in the POS drop-down.
To mark an associate inactive:
- Click Administrative > Associates > Associate List. A list of active associates will appear.
- Select an associate's record and Edit it or double-click the record.
- On the General tab, check the Inactive box at the top.
- Save your changes.
After marking an associate inactive, you can use the Reassign Associate feature to assign their appointments, assigned customers, tasks, wish lists, and opportunities to another associate.