Deleting Notes

Procedure

To delete notes:

  1. Do one of the following:

    • To delete a note from the Automated Decisions module, select the credit request. How?

    • To delete a note from the Customer Analysis module, select the customer. How?

  1. Do one of the following:

    • If you selected a credit request, from the Credit Request Details screen, select the Notes tab.

    • If you select a customer, from the Customer Information tab, select Notes

The Notes screen appears.

  1. Select the check boxes for the notes you want to delete, and click Delete.