Product: Transaction Manager
You may run into a situation where you need to delete a name from your partner record within Transaction Manager. Maybe you have duplicates or one of the names is spelled incorrectly. Whatever the reason, you can easily delete the incorrect name.
- Click the partner name to highlight it.
- Click Delete.
- Click Save in the Action Bar. Once you've clicked Save, wait until you see the name has been successfully deleted before adding a new name.