Delete accounts
Question asked by Rob Wright 1 year ago
Is it possible (or desirable) to delete unused 'Bank accounts' so they don't appear in name searches?
Hi Rob,
You can delete bank accounts under Money > Bank accounts if no transactions were previously posted, otherwise, you must archive the bank account.
Tommy
Best answerBut the customer or bank names still appears when a search is done, even if they are archived.
Hi Rob,
Unfortunately, the archived contact will still appear on the main navigation search, but would not appear on any contact dropdown searches.
Tommy
I have archived a group of customers, but they still appear on the 'sales' dropdown boxes. You said "would not appear on any contact dropdown searches." That's rather pointless!
Hi Rob,
Could you submit a ticket by heading to the Need Help? button located at the top right > Send us a message with an example archived customer please?
Tommy
You must 