I would like to delete a customer but before I can do so I must apparently unlink them from all certs. I'd like to do this at once for a multi juris cert.
- Navigate to the customer record and click the Taxability Info tab
- Right click the first Linked Cert (should be the first one alphabetically
- Click Unlink This Certificate
- You'll then see a dialogue asking that you be sure you would like to also link them from the other certs all at once
- Clicking Ok will unlink the customers from all the certs (exposure zones) at once