Deleting a record from the Clearinghouse

Overview

Sometimes you may need to remove a record from the Clearinghouse, possibly due to erroneous entry. If there is an Order related to the record, the "delete" option will not be available.

Solution

To delete a record from the Clearinghouse, follow these steps:

  1. Log in to your GoMembers OnDemand instance.
  2. Open Connect from the top-right menu.
    Connect_Menu.png
  3. On the left-hand side, select "People" under Clearinghouse, and locate the entry.
  4. If the "delete" option is available, select it; the record will be deleted. If not, the record is related to an Order; continue below.
  5. To delete the order, select "details", then "Delete this Order". Repeat step 4 to delete the Clearinghouse record. To delete the record without deleting the order, continue below.
  6. Select "Identify".
  7. Match the record with an existing one, making sure to untick all checkboxes so as to not replace any existing information.
  8. Press "Save and Close".

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