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Latitude Help
Remove all Links to an Account
Use the Manage Links dialog box to remove all links to the account displayed in the Work Form. You must have the Allow Manual Linking/Unlinking Permission.
To remove all links to an account
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In the Account toolbar, click Linking.
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Click Remove the links with other people. The Copy Person-centric Data check box appears.
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To copy the person's address; email; care and financial hardship data; income and expenditure data; and complaints data to a new joined customer ID, select the Copy Person-centric Data check box.
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Click Save. Latitude removes the account from the link group.
Notes:
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If the party displayed in the Work Form is a member of an active arrangement, a message displays indicating that you cannot remove the link. Click OK.
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If an account in the linked group has a court case, a message displays in the status bar indicating that you cannot remove the link.