How do I revoke/terminate a trading relationship with a customer on the RBA website?
A user asks how to end an established trading relationship on the RBA website, including whether clicking the “Revoke” button fully terminates the relationship and how to confirm via the status that the contact has been cancelled.
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Ending a trading relationship with a customer on the platform is straightforward once you know where to look. Whether you're consolidating your contacts or simply need to remove an inactive customer, the process takes just a few clicks—and we'll walk you through exactly what happens when you do.
The key to terminating a trading relationship lies in the Revoke button. When you click it, you're not just hiding the contact or archiving them somewhere in the system. You're actually canceling the relationship entirely. Think of it as a clean break: the connection gets severed, and the contact status updates to reflect that change.
updates your customer records immediately
What Happens When You Revoke
Clicking the Revoke button terminates the active trading relationship. This action is immediate and updates your customer records right away. The contact won't disappear from your history—you'll still be able to see it was there—but it will no longer be considered an active relationship.
Once you've revoked a relationship, the most important thing to verify is the status change. You don't need to wonder if it actually worked. The system displays a clear status indicator that confirms the contact has been canceled. This visual confirmation gives you peace of mind that the revocation went through successfully.
To revoke a trading relationship:
- Locate the customer record you want to terminate
- Find and click the Revoke button (it's typically found in the relationship management section)
- Confirm the action when prompted
- Check the status field to confirm it now shows as cancelled
Status Confirmation
After revoking, the contact status will update to show it's been cancelled. This is your proof that the relationship has been fully terminated. No additional steps needed—the system handles the rest automatically.
One common question: does revoking delete everything? No. Your historical records remain intact for compliance and reference purposes. What changes is the active status—the relationship simply stops going forward. This is actually a good thing because it means you maintain an audit trail of your business relationships.
If you ever need to reestablish a relationship with that customer later, you'll have the option to do so. The system doesn't lock you out permanently; it just ends the current active status. So feel free to revoke without worrying that you're burning bridges forever.
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