Edit the filters of a Preferred Associate rule

1. Go to the Address Book tab
2. Click on ‘Preferred Associates’
3. Click ‘Edit’ on the right of the associate rule you want to update
4. Amend the filters (Client/Category/Subcategory/Country)
5. Click ‘Cancel’ to prevent the changes being saved or ‘Update’ to save the changes

Delete a Preferred Associate rule

1. Go to the Address Book tab
2. Click on ‘Preferred Associates’
3. Click ‘Delete’ next to the associate rule you want to remove

This will remove the preferred associate rule immediately so that the associate will no longer be a suggested contact on matching cases.

Note: This does not delete the associate contact information from your Address Book.