Delete a Record Type

Use the Define Import Layout window to delete a header, main, subordinate, or trailer record.

To delete a record type

1. In the Navigation pane, click Clients.

2. In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.

3. Click the Import Files tab and then click the New Business, Financial Transactions, Maintenance, or Final Recall tab, depending on the import file type.

4. Click Modify File Source Layout. The Define Import Layout window appears.

5. Click the tab for the record to delete.

6. In the menu bar, click Delete Record Type.

7. In the confirmation dialog box, click Yes.

8. Close the Define Import Layout window.

9. In the toolbar, click Save. The Update Comment dialog box appears.

10. In the Update Comment box, type a comment regarding your changes and then click OK.

Related Topics

Excel Import File Layout