Setting Customers as Hidden


Once Associate Permissions have been set, you are ready to mark customers as hidden. 

To do so, you will need to pull up the customer record:

  1. Go to Customer > Find – then use the Customer Filter to find your customer. 
  2. Visit the Options tab.
  3. Check the box for “Hide Contact Information”.

NOTE:  If Associate Permissions were NOT set prior to checking this box, The Edge will notify you that you do not have permission to perform this task. 

 

Updated on Fri, 09 Apr 2021 by Angela Chiaravalle

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