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To delete interest codes from matching plans

  1. Open the record of the company member for whom you have set up a matching plan.
  2. Select the Matching Plan tab.
  3. 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.
  4. Double-click to open the Interest Codes window.
  5. While pressing Ctrl, click on the Interest Code(s) to deselect them.
  6. Click OK on the Interest codes window.
  7. Click Save on the Manage customers window.

See Also

Managing Matching Plans Information

Manage customers window - Matching Plans tab

To create a matching plan

To edit a matching plan

To delete a matching plan


ASI logo 10.6 Production Release. Updated 10/5/2005 3:22:26 PM
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