Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >
Deactivating a Financial Account
You can use the Contact Summary view to deactivate a financial account. Follow the steps in this procedure to deactivate a financial account. To deactivate a financial account
- Navigate to the Contacts view, then the Contacts list view.
- In the Contacts list, drill down on the contact.
- Click the Summary view tab.
- Under Financial Accounts, select the Financial Account that you want to deactivate.
- Click Deactivate.
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