We recently added the ability to delete saved cases on all of the wizards on iKCLife!
This includes the Quick Quoter, Income Search, Triple Option Term, Triple Option UL, Triple Option WL, Quote Sheet, Cashback + Life Protector, IAO Fact Finder, and the Life Protector & Value Assured Crossover Point. We hope this enhancement will allow you to more easily find a particular saved case. To take advantage of the delete functionality, go to the history page by clicking the 'View Past [name of wizard] PDFs' link of the wizard that you are wanting to delete cases for.
To delete a saved case, check the box of the case you want deleted and click on the 'Delete all checked cases' button. The line of any selected case will be highlighted red.
Next, you'll be prompted to verify that you want the case deleted. Clicking 'OK' will delete the selected case and 'Cancel' will leave the case on your account.
If you want to delete all of the saved cases on the page, checking the box under 'Remove Case' will automatically check all cases on the page.
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com
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