How to Remove Associates


To remove an associate from Edge, you will need to mark them inactive. Marking an associate will remove them from drop-down selections found throughout Edge, but keep them linked to historical sales.

To mark an associate inactive:

  1. Go to Administrative > Associates > List.
  2. Double-click on the associate in question and check the box labeled "Inactive" to mark them inactive.

To view your inactive associates, again you will go Administrative > Associates > List, and check the box for Show Inactive Items

 

 

Updated on Thu, 18 Apr 2024 by Angela Chiaravalle

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