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Reactivating an Inactive Bank

Autosoft -

Banks flagged as "Inactive" cannot be used in deals or viewed on the Bank Search screen within the Setup Application (unless you click the Show Inactive toggle on the screen).

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.

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

Step 4. Click the Show Inactive toggle at the lower-right of the screen to include the inactive banks in the Bank Search list.

Step 5. 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 reactivate.

Step 6. Click the bank's View icon in the View column to open the bank record. 

Step 7. In the upper-right corner of the bank record, click the  Set Active button. 

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

 

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