To delete interest codes from matching plans
- Open the record of the company member for whom you have set up a matching plan.
- Select the Matching Plan tab.
- Set the focus on the matching plan for which you want to delete the interest code(s) by clicking the box to the left of the row.
- Double-click to open the Interest Codes window.
- While pressing Ctrl, click on the Interest Code(s) to deselect them.
- Click OK on the Interest codes window.
- Click Save on the Manage customers window.