Quantum VS Help: Credit Control And Reviews

Previous  Next  

Deleting A Section From A Ruleset

To remove a Section from the Ruleset:

 

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

 

2.      Click the tab/header of the Section you wish to remove (e.g. Section A below).

 

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

 

CreditS_CredRevRemoveSection.gif

 

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

 

The selected Section 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 Ruleset