The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
Use the Associate Reassign feature to reassign targets to other tasks.
WHAT IT DOES
The Reassign Associate Feature can be used to change the associate on:
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Appointments
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Customers
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Job Tasks (Repair & Custom)
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Associate Tasks
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Wish lists (incomplete only)
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Opportunities
NOTE: Only incomplete appointments, job tasks, wish lists, and associate tasks will be updated. Completed records will not be changed.
NOTE: The Calendar and Dashboard features display service jobs (repairs, custom jobs, special orders, and appraisals) based on their Intake Associate.
This cannot be changed via the Reassign Associate feature at this time. You can manually change this by viewing the intake receipt and using Supervisor → Change Associate.
HOW IT WORKS
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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.
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Use the Current Associate drop-down to select the associate you want to replace.
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Use the New Associate drop-down to select the associate you want to replace them with.
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Use the Reassign Targets checkboxes to choose which types of records to update.
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Click OK to update the selected records.
EXPAND YOUR EDGE EDUCATION
For additional information, including a tip sheet and tutorial video, click the button or visit EdgeUser.com and search Reassign Associate. Then check out the rest of the site for other features and additional tools that can help make your business more profitable.
