Deleting branches

Menu 10.1.1

If you no longer need a branch, you can remove it from the system. All items assigned to the deleted branch revert back to the main agency logon.

To delete a branch:

1. From the Master menu, navigate to Management Strategy > Agency > Agency/Branch Update (menu 10.1.1).

   

2. In the Agency/Branch Update window, select Update Branch Offices, and press Enter or click Ok.
3. In the Enter Branch/Logon ID window, type the logon ID of the branch to delete, and press Enter or click Ok. To view a list of branch IDs, see Viewing branches.
4. Type /DEL in any field on the Branch Update screen (except Branches to Access), and press Enter.

5. At the Delete prompt, click Yes.

   A message confirming the deletion displays at the bottom of the screen.