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Contact UsDelete Incident sits under Actions on the claim, for Admins and Super Admins only, and asks you to type the customer's name before it will go through.
Delete Incident is at the bottom of the Actions menu on a claim, and only Admins and Super Admins see it. If it is not there, start with your role.
Team Members do not get Delete Incident. It is left out of the menu, and the request is turned away with "Access denied. Insufficient permissions." even if you reach the address another way.
Everything else is still yours: edit the claim, assign it, set its priority and progress, add notes and photos, email it out, print it, and copy the tracking link. Ask an Admin or Super Admin to delete it, or to change your role.
There is no delete on the list or on a card. Select the claim to open it, then Actions in the top right, then Delete Incident at the bottom of the menu.
The confirmation asks you to type the customer's name exactly as the claim shows it. Delete Incident stays off until it matches, and the check runs again on the server, so a copied address or a half-typed name gets you nowhere.
Read the name off the claim and type it as it appears, spaces and all.
Deleting a claim is permanent. There is no restore and no deleted-claims list, and the notes, photos and timeline go with it.
If you only want the claim off your open list, have an Admin close it as Resolved or Denied. The record stays, it moves to Resolved/Denied History, and you can still search it up by name, plate, VIN or reference. Print the report first if you might need it on paper.
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