Unable to select employees as managers or partners for clients

The employees available as a client's Manager or Partner is determined by the options selected on the employee's record.

If an employee has changed roles, or you need to assign a temporary manager or partner to a client, you need to select the appropriate option.

To make someone a partner or manager:

1. Go to the Employees form and choose the employee you want to update.
2. Open the General Info tab.
3. Select the Partner or Manager options under the Employee Settings heading.