How do you remove a back-office account from a linkset?

You may have wrongly linked an account to a middle or back-office record. You have the choice to remove it from the link set.

Here's how you remove a back office record from a sales account:

1. Go to Navigator > Redwood Sales > Accounts.
2. Drill down to any account.
3. Click View All Linked Customers on the Linked Customers panel.
4. Select the required account.
5. Click the Ellipses (...) under the Actions column and click Unlink.

All the middle or back-office records of the selected linked customer are removed from the link.