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Deleting a Counsel Item

One or more Counsel items may be deleted from the Counsel Tab list view.

If the deleted Counsel item is associated with a Negotiation entry, that linked Negotiation entry will also be deleted.

NOTE: You must have Delete permission to Case > Counsel Tab.

To delete one or more Counsel items, select the check boxes of the items you wish to delete. Click the Bulk Actions menu and select the Delete option.

Confirm your selection on the following warning message.

NOTE: Linked Negotiation Tab items will be deleted when the Counsel name is deleted from the Counsel Tab.

  • Click the Yes button to delete the selected Counsel item(s).

  • Click the No button to abort the deletion.

A success banner will display when the Yes is clicked.

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