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Editing Trade Lien Holders

Autosoft -

You can edit trade lien holders as needed, as well as flagging them inactive so they no longer appear in the lien holder list. The inactive lien holder will not display in the Lien Holder list in the Setup Application unless you select to include inactive items by clicking the Show Inactive toggle when viewing the list. 

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.

Step 3. Click Trade Lien Holders. The Trade Lien Holder Search screen will open. 

Step 4. Enter a search term in the Search field and click Search or simply scroll through the list of trade lien holders to find the one you want to inactivate. 

Step 5. Click the View icon in the View column for the trade lien holder you want to open. This will open the Edit Lien Holder pop-up. 

Step 6. Make any necessary changes to the trade lien holder information on this pop-up by clicking into the various fields and typing the new information. 

If you want to flag the trade lien holder inactive, click the Active toggle in the upper-right corner of the pop-up to select Inactive

Step 6. Click Save and Close



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