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How to Unlink a Customer from a Head Office location

1. This article outlines how to unlink a company from a Head Office location.

TIP! SHORTCUT: Type the Customer name into the global search, located at the top right corner of each page. This will bypass steps 2 -4.

 

2. Navigate to the main menu. Click "Customers"

 

3. Click "Customers"

 

4. Click "Manage Customers"

 

5. Click on the selected company, from the list.

TIP! When a company is assigned to a Head Office, all sites are colour highlighted to show that they are linked.

 

6. Click "Unlink From head office" from the Customer profile.

 

7. Click "Save" to complete.

 

8. Click "×" to return to the Mange Customer page.

 

9. The company location is no longer highlighted on the Customer list.