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Marking a Bank Inactive

Autosoft -

You cannot delete a finance company once you've added it. You can, however, flag the bank as inactive so it no longer appears in the bank list when adding a bank to a deal or on the Bank Search screen (unless you've clicked the Show Inactive toggle to allows the search list to show any inactive banks along with the active ones). 

Step 1. Click the Setup Application button in the left navigation panel. The Dealership Information screen will open.

Step 2. Click the Sales button above the Dealership Summary card. A drop-down menu will open.

sales_setup_options_418.jpg

Step 3. Click Banks. The Bank Search screen will open. 

Step 4. Type a search term into the Search field and click Search or simply scroll through the Bank Search list to locate the bank you want to flag as inactive. 

Step 5. Click the bank's View icon in the View column to open the bank record. 

Step 6. In the upper-right corner of the bank record, click the Set Inactive button. 

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A green "Success" message will verify that the change has been made.

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