Deleting an Advisor Record
You can delete an advisor record that you no longer need.
Before you delete an advisor record, make sure the advisor is not assigned to any routes (as explained in this task). Otherwise, Horizon may delete the assigned route records at the same time you delete the advisor record.
To delete an advisor record
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1
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Start the Update Home Service Reader Advisors process. |
The default location for this process is the Home Service folder on the navigation bar.
Horizon opens the List Home Service Advisor window.
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2
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If you want to make sure the advisor is not assigned to any routes, do these steps: |
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a
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Double-click the advisor you want to check. |
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b
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Horizon displays the Edit Home Service Advisor window. |
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c
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Click Page Down or resize the window to display the Routes group. |
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d
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Make sure there are no routes displayed. |
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3
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Highlight the advisor you want to delete. |
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4
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Choose File, Delete Record. |
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