Submit a request to Delete Banking information from a clients account
First, find the client's CRM Contact Record page by searching contact name in the search bar. From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Banking and proceed to specify the details of the request via the right sidebar pop-up
Step 1:
- Select Delete Banking
Step 2:
- Select the Root. Selecting the root means choosing the main account under which you want to add banking details. By selecting the root, you are indicating which specific account within the client's profile you wish to associate the new banking information with.
- You will then be prompted to choose the specific account where you want to delete banking details.
Step 3:
- Add attachments. For Delete Banking you will need to attach Authorization Form.
Tip: You can find the Authorization Form on the Optimize Portal to download as a PDF. If you want to learn how to navigate the portal click on the link to take you to the Portal Article knowledge.optimize.ca/the-optimize-portal
Step 4:
- Click Submit once the files are fully uploaded. You can now track your ticket.