Reassign Associate: Overview


The Reassign Associate Feature can be used to change the associate on:

  • Appointments
  • Customers
  • Job Tasks (Repair & Custom)
  • Associate Tasks
  • Wish Lists
  • Opportunities

NOTE:  Only incomplete appointments, job tasks, associate tasks, wish lists, and opportunities will be updated.  Completed records will not be changed.

 

enlightenedThe Calendar and Dashboard features display service jobs (repairs, custom jobs, special orders, and appraisals) based on their Intake Associate.

This cannot be changed via the Reassign Associate feature at this time.  You can manually change this by viewing the intake receipt and using Supervisor > Change Associate.

 

 

Updated on Thu, 27 Mar 2025 by Dominick Mastri

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