Knowledge Base & Support Center

Transaction Parties – Deleting a Party

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Sometimes, you might be interested in removing a transaction party. You can complete this in the following steps; 

Login to your IDX Control Panel > CRM Tools > Business Process Settings > Scroll to the Contact Types and Transaction Parties. 

Any option that has a lock icon cannot be removed. If an option has a trash can icon you can click on that to remove it. 
 

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