E-Broker 5.0 Help

Member Delete

Member Delete

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Member Delete

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Productivity Tip

Our recommendation is that you never ever delete a member. What is your reason for deleting a member - have you fallen out with them over something? Sod's Law means that this is the very client who will explode in your face when the Compliance Police come a 'knockin. If you just don't want to deal with them anymore, send them a 'sack client' letter and simply make them an 'ex client'. If you are adamant you wish to expunge them, you need System Admin permissions.

 

Member Delete

1.Select the Member to delete in the F3 Search Screen.
2.Right click on the left hand end of the Member line and choose Delete from the menu.
3.The system asks you for confirmation.
4.Click Yes and they are gone.

 

See Also:Remove Duplicate Members