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INSZoom - Delete/Remove a Case

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This article goes over the different ways on how to delete a case.

Delete/Remove a Case

Follow the below steps to delete/remove a case:

  1. Navigate to the 'Case List' page.

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  1. Click on the 'Trash Can' icon beside the case to delete it.

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Another way is to go to a client's specific case.

  1.  In the left-hand column, you will see under 'Detailed Info' the option for 'Details/Dates'.
  2. There will be an option for 'Mark for Deletion'.

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  1. A pop-up will appear when you select 'Mark For Deletion'. It will inform you that there is a 90-day grace period before the case is completely erased from the system.

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