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

1. Navigate to the Contacts view, then the Contacts list view.

2. In the Contacts list, drill down on the contact.

3. Click the Summary view tab.

   Financial Accounts appear after Financial Accounts.

4. Select the Financial Account that you want to deactivate in the Financial Accounts applet.

5. Click Deactivate.