How do I delete any new case created inadvertently? Permanently deleted user February 14, 2011 21:04 Updated You can change the Status of that case to 'Bad Lead' or 'Dead' Related articles How do I delete a client who has been entered twice into the system? Permission to Edit/Delete Case Documents Is it possible for our lead provider to post lead information directly into irsLogics? Can a Settlement Officer review the file of another and update the notes (i.e. if they take a call from a client of another consultant and need to update the notes/activity that a call was received)? Creating Custom Email Templates Comments 0 comments Article is closed for comments.
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