Quantum VS Help: Credit Control And Reviews

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Deleting A Line (Action, Rule Or Comment) From A Ruleset

To remove an Action, Rule or Comment from the Ruleset:

 

1.      Open the Credit Review Ruleset you wish to edit. See Opening A Saved Ruleset.

 

2.      Click on the line of the Ruleset (i.e. the Action, Rule or Comment) you wish to remove.

 

3.      From the Toolbar - Sub Menu select Remove > Line:

 

CreditS_CredRevRemoveLine.gif

 

4.      A pop-up window appears, asking you whether you wish to delete the line. Select Yes.

 

The selected Action, Rule or Comment will be removed from the Ruleset.

 

5.      When you have finished amending your Ruleset, save it by selecting Save on the Toolbar - Sub Menu.

 

6.      Finally you will need to 'test run' the amended Credit Review before running it 'for real'. See Running A Credit Review.

 

NEXT: Deleting A Section From A Ruleset