TO REMOVE A USER LOGIN –
Send an Email to support@enviromint.com with the name of the user and we will delete the login.
TO REMOVE THEIR RELATIONSHIP FROM YOUR BROKERAGE -->
Open the Contact Finder – search for and open the associate
Relationships tab:
- If the Associate has a Team Relationship, double click on it on that Line
- Change the End Date to be equal to when the associate left the brokerage
- Double Click on the line that is brokerage relationship with your brokerage
- Change the End Date to be equal to when the associate left the brokerage
- If the associate has joined another brokerage and you know which one,
- Add a new relationship and enter the start date and new brokerage
- Save
Accounting tab:
- Customer tab for Fund = Operating:
- When all of the Associate’s billings are completed and their account balance is 0, click the Discontinued box.
- Save & Close
- OR Uncheck Generate Statements to stop them from getting statements.
- Vendor tab for Fund = Commission:
- When all of the Associate’s deals have been paid out and their account balance is 0, click the Discontinued box
- Save & Close
Actions:
- Customer Invoice Schedule:
- Change the End Month to be the last month the Associate will receive the charge.
- Save & Close
- Deduction Rule Maintenance:
- The Associate’s deduction rules can remain as is or an End Date can be entered.
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