The Edge version 20.0 adds new features that require each customer be assigned to an associate. Previously, this was always possible, but required you to manually assign them on the customer record’s Other Keys tab. 

To automate this process two new fields were added that will automatically populate. These fields appear on the customer record’s General tab.

Last Merchandise Associate 

Associate that last processed a merchandise sale or service intake for this customer. 

Last Transaction Associate 

Associate that last processed any type of transaction for this customer. These fields are automatically set for all customers. The initial value is set when you first update to version 20.0 and then they are automatically updated in real-time as sales transactions are made.

NOTE:  These new options do not change Assigned Associate. If you manually assign associates on the customer record’s Other Keys tab you can continue to do so. Assigned Associate will continue to be a valid option throughout the software.