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When a client bank currently stored in the system is no longer needed, ASP-level admin users with appropriate security rights (CCH) can delete the client bank through the Organisations area.
Note: You cannot delete a client bank that has active bank groups or active admin users. When a client bank is deleted, its historical data is still available for retrieval in reports and on history pages in the system. Deleted client banks cannot be reactivated.
To delete a client bank:
Press the Organisations button from any page displaying the admin navigation bar.
The Organisations area displays, with the Client Banks Listing page active. This page lists all client banks that have been defined.
In the Client Bank Name column, click on the client bank name link for the client bank you want to delete.
Press Delete. If you do not have security rights to maintain client banks, in read-only form and the Delete button does not display.
A message displays asking you to confirm that you want to delete the client bank.
If you are certain you want to delete the client bank, press Yes to confirm the delete action. The client bank is deleted from the system and the Client Banks Listing redisplays.
If you do not want to delete the client bank, press No to cancel the delete process. The client bank is not deleted from the system and the Client Banks Listing redisplays.