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Home > Support > Ventures > Utilities > How to Delete a Loan Record
How to Delete a Loan Record
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How to Delete a Loan Record - It is important to note that once the loan is deleted the action is not reversible and the loan cannot be recovered.

 

  • Deleting a Loan record is permission driven 
  • Your Site Administrator has the ability to assign the permission setting within the Administration menu
  • From within the loan to be deleted access the Utilities menu from the left side menu options
  • Once in the Utilities menu you should see the Delete option, if you do not see this option you do not have permission to delete
  • Note that once you click on Delete you will receive a pop-up Warning message for you to verify the Delete action
  • If you want to proceed to delete the record, click Delete to delete your loan

 

 

 

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