Deleting Bank References for a Customer

Procedure

To delete bank references for a customer:

1. Select the customer. How?

2. From the Customer Information tab, select Bank Reference.
   The Bank References screen appears.

3. Select the check boxes for the bank references you want to delete.

4. Click Delete.

Note:  When you delete a bank reference, the bank reference record and all associated accounts are deleted. However, the information you added for the bank is still available for selection when adding a new bank reference.