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:
- Go to Customer > Find – then use the Customer Filter to find your customer.
- Visit the Options tab.
- 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.