Removing financial tiles, legal entities, and members can be just as important as adding them. Clicking a trash can icon is your ticket to doing just that.

Click a member's avatar or a legal entity's avatar to bring up its edit window:

Click a financial to bring up its edit window

Or, from the Members and Financials tab, find the trash can icons on the far right of each line.

Target-Maps have trash can icons, too. Both on the Target-Map summary page and on the What you Have and What you Want tabs.

Each time you click a trash can you'll be asked to confirm your choice.

How do I delete a household?

Tags: delete, financial, member, household, target-map, edit, remove, financial mind mapping

12/2018


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