CrossFirst Bank Basic Business Guide

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Editing a Group Name The names of existing groups can be edited easily.

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1. Click icon and selecting “Edit group name.” 2. Enter a new name and click the check mark when you are finished. Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page.

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1. Remove all accounts from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group. Home Page: Account Grouping