Change or Delete a Predecessor

To change or delete a predecessor:

  1. Open a report that contains the record that you want to make changes to.

  2. Click or next to the entry for which you want to modify a predecessor.

  3. In the Predecessor field text box, highlight the predecessor that you want to change.

    • If you want to delete a predecessor, highlight the entry and press the Delete key.

    • If you want to change a predecessor, highlight a value and press delete. Then click the Add Predecessors button to add another.

  4. Click Save.

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