Changing or Removing Advisor or CSR for Contact Records

Changing or Removing Advisor or CSR for Contact Records

To change the Advisor1 or Advisor2 in a contact record:

  1. Navigate to the Contact Record > Profile Tab > Main Tab and click Edit Profile

  2. The Edit Profile window will open. Click the drop-down next to the Advisor 1, Advisor 2, or CSR and select the correct User.
    • To remove the User instead of changing, click the drop-down and press Esc twice.
  3. Click Close in the upper right to save the changes.

In order for a Name to appear in the Advisors drop-down list, the person must have the Show On Advisor Drop Down selected in Employee Details. All Users marked Active will show up in the CSR drop-down.
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