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How do I delete referral source types from my agency's database in Bolt?

Configuration & WorkflowsConfiguration ManagementIntake CRMReferral Source Type Deletion

Currently, referral source types cannot be deleted directly by users through the Bolt interface. To have referral source types removed, you will need to submit a support request to the Bolt HC support team.

To request deletion of referral source types:

1. Navigate to the Referral Source Types page in Bolt by going to Referral Sources → Referral Source Types (URL path: /main/referral_sources?referral_source_types).

2. Identify the specific referral source types you want deleted.

3. Take a screenshot highlighting or annotating the referral source types you want removed.

4. Submit a support ticket that includes:

- The state/database the referral source types belong to (if your agency operates in multiple states)

- The screenshot showing which referral source types should be deleted

- Confirmation that the referral source types are not currently in use (if applicable)

The Bolt support team will process the deletion, typically within one business day.

Tip: If you need referral source types deleted across multiple states or databases, you can submit separate requests for each state to help ensure accuracy. Be as specific as possible about which types need to be removed to avoid any errors.

Applicable roles: Admin, Manager, Intake Agent, Marketer