An Agent can be associated with multiple Agencies. If you hide an Agent from one Agency, the Agent will still be available under any other Agencies they are associated with.
1
Hide an Agent from an Agency
- Navigate to LRM > Organisations > Agencies
- Search and open the Agency you wish to hide the Agent from
- Navigate to Agent Detail > Contacts
- For the relevant Agent, set the Is Active Toggle to No
- This Agent is now inactive for this Agency.
- NOTES:
- The Inactive Agent will still be linked to a Course Enrolment for history purposes
- The Inactive Agent cannot be added to new relationships