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To delete a matching plan

Note: The Delete button is enabled only if the Allow Delete from Customer Portfolio option is enabled by your administrator.

  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 you want to delete by clicking the box to the left of the row.
  4. Click Delete.
  5. Click Save.

    Note: When a record is deleted from the Matching Plans tab, the corresponding Interest Code records are marked for deletion as well (both deletions occur at save time).

See Also

Managing Matching Plans Information

Manage customers window - Matching Plans tab

To create a matching plan

To edit a matching plan

To delete interest codes from matching plans


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