DELETE
An account manager can delete the following: -Claims - Quotations received - Quotations created - Documents - Chatroom - Comment management - P...
Fri, 22 Feb, 2019 at 3:53 PM
A client can delete the following from the mobile app: - Policies - Message/Notifications - Comments - News & Promotions - Quotations - Renewal...
Fri, 22 Feb, 2019 at 3:55 PM
You can delete an account by accessing "Policyholder"/ "Lead" details and "Unlink" the account. By doing so, all related d...
Fri, 22 Feb, 2019 at 4:04 PM
You can delete a chat/ chat message from a lead/policyholder by clicking on the "trash" icon in red to remove the entire chat; or tick on the chec...
Mon, 25 Feb, 2019 at 1:55 PM
You can remove a claim by accessing the claim details of a claim request; and select "Delete" at the top right hand corner.
Mon, 25 Feb, 2019 at 2:36 PM
You can remove a publication template from the "Send Premium Publication" module by accessing the list of "saved" templates and deleting...
Fri, 22 Feb, 2019 at 4:34 PM
Your lead or policyholder can delete a news & promotion from the newsfeed but swiping left and tapping on the delete option.
Fri, 22 Feb, 2019 at 4:36 PM
Yes. Your lead/policyholder can delete you as a manager from the mobile app by accessing "Manager Details" and scrolling to the bottom to "De...
Fri, 22 Feb, 2019 at 4:44 PM
Your policyholder can delete a renewal from the mobile by accessing "My Policies">"My Renewals" > Select Renewal > "Delete...
Fri, 22 Feb, 2019 at 5:03 PM
You can delete a notification from the mobile app by swiping left on the notification and tap on "delete".
Fri, 22 Feb, 2019 at 5:06 PM