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Edit or Delete a List Item

The process to edit or delete a list item is the same for the Allow List, Block List, and Watch List.

  1. From the Lists section, select the appropriate list then the entry to be changed. The Edit List screen will be displayed.

  2. To edit the item, simply enter any changes and select Save Item. A success message will be displayed.

  3. To delete the item, select Delete Allow List Item. Select Yes on the confirmation message to continue. A success message will be displayed.

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See Also

Add an Email Address for Notifications

Edit or Delete an Existing Email Address for Notifications

Add a Company to the Allow List (Whitelist)

Add a Source or Transaction Type to the Block List or Watch List

Review an ACH Positive Pay Exception Item

Mass Accept/Reject Positive Pay Exception Items

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