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  • Recommendations

Dismiss a Recommendation

Dismiss recommendations.

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Table of Contents

Step 1 – Access the member profile Step 2 – Locate the recommendations section Step 3 – Dismiss the recommendation

There are times when a recommendation may not apply to a member's current situation. Whether the member has changed their mind or the need has been addressed through a different workflow, you can dismiss the recommendation to keep the profile organized.

Step 1 – Access the member profile

  1. Navigate to the Members section or your Dashboard.
  2. Search for and select the member whose profile you need to update.

Step 2 – Locate the recommendations section

  1. Scroll down the member's dashboard to the Recommendations section.
  2. Review the active suggestions to identify the one that no longer applies.

Step 3 – Dismiss the recommendation

  1. Click the Dismiss button located directly next to the recommendation title.
  2. Confirm that the recommendation has disappeared from the profile view.
    • Note: Dismissing a recommendation does not delete past activity data; it simply removes the prompt from your current view.
    • Tip: You can still take the recommended action manually at a later time if the member's needs change.

 

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  • What Are Recommendations in Pear Suite?
  • [Duplicate]When Do Recommendations Appear?
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