Remove a Person from an Account

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Here's how to remove a person from an existing account.  This process begins by finding the account containing the person to be removed.

 

1. Find the account with the person you want remove by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click on the tab.

4. This will display the people on that account window.

5. Move the cursor to the person you want to delete and left-click.

6. Left-click the button and the person will immediately be deleted from the account.

7. When you're done, left-click the close button to return to the Lynx Main Menu.