Delete Memo Type
These steps explain how to delete a memo type that you may no longer need or use.
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If the memo type you want to delete is currently in use, you will need to assign a replacement memo type so that your credit union staff can start using the replacement type instead.
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Launch Tool #260 Configure Memo Type Codes for Trackers.
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Select the memo type you'd like to delete.
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Click Delete.
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If the memo type is currently in use, a pop-up will appear with the message "Code XX was found on record(s) in member files." In this case, you'll need to enter a replacement code in the box provided and click Replace and Delete.
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Click Delete to confirm.