Use the Debtor conversation tab under the Debtor list submodule to delete conversations with selected debtors.
To use the Debtor List submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To delete a debtor conversation:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company from which you want to delete debtor conversations.
-
In the left pane of the Finance & Administration screen, click
.
-
Click the List tab and highlight the debtor with the conversation that you want to delete.
-
Click the Debtor conversation
tab.
-
Click
Show the conversation options
and select
Delete conversation.
Note: There is no confirmation dialog box for this action. WorkBook deletes the debtor conversation at once.