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Deleting a Contact in an Illustration

When you select a contact in an illustration, the system populates that contact's demographic information in the illustration and locks those inputs so they cannot be changed.

To delete a contact that you previously selected for the illustration:

  1. Open the case.
  2. On the left under Manage Case, click a link to go to the section of the illustration that contains the contact information, for example, the Client section.
  3. Click the Remove Contact link to unlock the selected contact's information in the illustration.
  4. Type new contact information or select a different contact for the illustration.