Associates can be assigned to customers either from the Customer Record or Customer Display.
NOTE: If you need to reassign the associate assigned to a customer or any of the customers related records, like appointments, see Reassign Associate.
To manually assign an associate from the customer record:
- Find and edit the customer record.
- Click on the Other Keys tab.
- Select an Associate using the drop-down or enter their Associate ID.
- Save your changes.
To manually assign an associate from the customer display: