How to Delete Cases
You can archive cases that are no longer relevant and then permanently delete them. Follow these steps to manage case deletion in Uniify:
1. Archive Cases
If a case is no longer relevant, you can choose to archive it. Archived cases are preserved but are not active in the system.
Navigate to Uniify → Cases → Archive
You can also select the cases you wish to archive and click the Archive button.
2. Permanently Delete Cases
After a case has been archived, you have the option to permanently delete it if desired.
Go to Cases → Filter the view to show only archived cases → Delete
You can also select the cases you wish to delete and click the Permanently Delete button.
Please note that permanently deleting cases removes all data and information associated with the specific case.