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.
Tags: delete, financial, member, household, target-map, edit, remove, financial mind mapping
4/2020