Over time, you may have business clients who opt to no longer use the ZEscrow platform and subsequently close their accounts. When this happens, a bank representative contacts the ZSuite support team (clientsupport@zsuitetech.com) and requests that the organization be closed within the platform UI, which in turn will hide that closed organization from being seen. The below will guide you through how you can make that data visible again, if needed.
Closed organizations will be hidden by default
Similar to subaccounts, closed organization "tiles" will be hidden by default. Users can toggle the option to view closed organizations when they need to access historical information.
Accessing the 'Show Closed Orgs' Feature
On the main landing page, select the filter icon to the right of the search box:
Within the filter options, adjust the Show Closed Orgs slider. It can be easily toggled back off when desired:
Once enabled, you'll be able to view and search for the closed organization via the text search function.
Comments
0 comments
Please sign in to leave a comment.