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Removing partners

edited Nov 22, 2019 10:33AM in CRM 5 comments


Not sure if this is a bug or a feature, but here goes:

In version 10.6, I globally made all of my dealers into partners.  I wanted to remove the "partner" designation, but in V11 you cannot just delete the partner portion.

I was told that I should inactivate the partner record, but when I do that the customer record also is inactivated.  Because of this, I'm very leery about activating the partner side and then deleting that record.  I cannot afford to lose that customer information.

Is this expected behavior for partner records?

Thanks in advance,
Rick Chamberlain
storeWALL, LLC

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