Relationship for a customer (make inactive)

There may be instances where the relationship that a customer has is no longer required and must be disassociated. This cannot be removed/deleted but can be made inactive.

1.  Search for the customer using the search option (in the top right-hand corner) by selecting Customers from the drop down list and entering the customer number in the text field before selecting the search icon:

2.  Select the customer by clicking on the hyperlink on the Alias Name or User Name:

3.  Select the Relationships association tab either via the drop down list or the quick links button (if enabled):

4.  Find the relationship that needs to be removed (as there may be several) and select by clicking on the link to the Role:

5.  Select the Actions menu > Relationships > Set InActive:

If for any reason, the incorrect relationship was made inactive, repeat steps above and select the Actions menu > Relationships > Set Active.

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