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Delete Initials Field to the Merger Agreement

Delete Initials Field to the Merger Agreement

Aug 6th, 2022

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How to Delete Initials Field to the Merger Agreement

4.9 out of 5

64 votes

welcome to the ECU course for resolving duplicate customer accounts in this course well discuss how to delete restore and merge customer accounts please note we will use the terms applicant and customer interchangeably so lets get started when searching for a customer and easy links you might find that two accounts have been created for a customer accidentally to resolve duplicate accounts first we suggest opening both customer accounts and comparing the two accounts if you see that one account has rating information quotes and policies and the second account has no pertinent information or policies then we suggest deleting the second account to do this navigate to the duplicate account and click on the details tab then scroll to the bottom and click the trashcan icon next click delete in the pop-up window and youre done if you find youve deleted an applicant on accident you can restore them by hovering your mouse over the applicants icon and clicking on search applicants here you

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