Remove Company Insurance
Objective
To remove insurance information for a company at the company level.
Things to Consider
- Required User Permission:
- 'Admin' on the company's Directory tool.
Demo
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Steps
- Navigate to the Company level Directory tool.
- Click Companies.
- Locate the company with the insurance you want to remove and click Edit.
- Click the Insurance tab.
- Locate the insurance record you want to remove and click the RED 'X' at the end of its row.
- Click OK in the confirmation window.