Using Reassign Associate


  1. Click Administrative > Associates > Reassign.  The Reassign Associate window will appear.

     
  2. Use the Current Associate drop-down to select the associate you want to replace.
  3. Use the New Associate drop-down to select the associate you want to replace them with.
  4. Use the Reassign Targets checkboxes to choose which types of records to update.
  5. Click OK to update the selected records.

 

 

 

Updated on Fri, 20 Aug 2021 by Angela Chiaravalle

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