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.

  1. Click the partner name to highlight it.

  2. Click Delete.

  3. 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.

Related documentation:

rev: 6/18/21

Did this answer your question?